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CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$464M
1-Year Est. Return
47.68%
This Fund
S&P 500
This Quarter
Est. Return
+19.41%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$65.8M
AUM Growth
–
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
92.48%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
196
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
LPRO
Open Lending Corp
LPRO
|
+$3.05M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$2.74M |
| 3 |
Tesla
TSLA
|
+$2.61M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$2.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.38% |
| 2 | Technology | 13.15% |
| 3 | Consumer Discretionary | 10.06% |
| 4 | Materials | 9.18% |
| 5 | Healthcare | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LPRO
1
Open Lending Corp
LPRO
$372M
| $3.67M | 5.58% |
+105,000
| New | +$3.05M |
|
|
2
Tesla
TSLA
$1.47T
| $3.59M | 5.46% |
+15,270
| New | +$2.61M |
|
|
3
Schwab US Broad Market ETF
SCHB
$43.4B
| $2.92M | 4.44% |
+192,414
| New | +$2.74M |
|
|
4
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.4M | 3.64% |
+10,335
| New | +$2.28M |
|
|
5
Schwab US REIT ETF
SCHH
$11.6B
| $2.38M | 3.61% |
+125,128
| New | +$2.31M |
|
6
Vanguard Mid-Cap ETF
VO
$106B
| $1.5M | 2.28% |
+29,028
| New | +$1.41M |
|
7
DuPont de Nemours
DD
$18.1B
| $1.46M | 2.21% |
+16,305
| New | +$1.28M |
|
8
Apple
AAPL
$4.89T
| $1.37M | 2.09% |
+10,335
| New | +$1.24M |
|
9
Loews
L
$23.4B
| $1.36M | 2.08% |
+30,318
| New | +$1.22M |
|
10
Meta Platforms (Facebook)
META
$1.69T
| $1.33M | 2.03% |
+4,887
| New | +$1.34M |
|
11
Enbridge
ENB
$123B
| $1.17M | 1.78% |
+36,592
| New | +$1.11M |
|
12
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $1.16M | 1.77% |
+12,700
| New | +$1.16M |
|
13
Coca-Cola
KO
$365B
| $1.07M | 1.63% |
+19,554
| New | +$1.01M |
|
14
Microsoft
MSFT
$2.98T
| $1.06M | 1.62% |
+4,782
| New | +$1.03M |
|
15
Agnico Eagle Mines
AEM
$68.6B
| $1.06M | 1.61% |
+14,980
| New | +$1.12M |
|
16
Matador Resources
MTDR
$6.59B
| $947K | 1.44% |
+78,542
| New | +$768K |
|
17
Pfizer
PFE
$143B
| $935K | 1.42% |
+25,400
| New | +$932K |
|
18
Corteva
CTVA
$58B
| $934K | 1.42% |
+24,120
| New | +$862K |
|
19
Cisco
CSCO
$432B
| $929K | 1.41% |
+20,765
| New | +$853K |
|
20
Ingredion
INGR
$6.45B
| $905K | 1.38% |
+11,500
| New | +$887K |
|
|
CERN
21
DELISTED
Cerner Corp
CERN
| $901K | 1.37% |
+11,480
| New | +$851K |
|
22
Vanguard High Dividend Yield ETF
VYM
$80.4B
| $873K | 1.33% |
+9,541
| New | +$829K |
|
23
Amazon
AMZN
$2.69T
| $869K | 1.32% |
+5,340
| New | +$852K |
|
|
EQC
24
DELISTED
Equity Commonwealth
EQC
| $864K | 1.31% |
+31,675
| New | +$845K |
|
25
Travelers Companies
TRV
$71.8B
| $824K | 1.25% |
+5,870
| New | +$754K |
|
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