CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $494M
1-Year Est. Return 118.41%
This Quarter Est. Return
1 Year Est. Return
+118.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.59M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.38M

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
1
$3.67M 5.58%
+105,000
2
$3.59M 5.46%
+15,270
3
$2.92M 4.44%
+192,414
4
$2.4M 3.64%
+10,335
5
$2.38M 3.61%
+125,128
6
$1.5M 2.28%
+7,257
7
$1.46M 2.21%
+20,466
8
$1.37M 2.09%
+10,335
9
$1.36M 2.08%
+30,318
10
$1.33M 2.03%
+4,887
11
$1.17M 1.78%
+36,592
12
$1.16M 1.77%
+12,700
13
$1.07M 1.63%
+19,554
14
$1.06M 1.62%
+4,782
15
$1.06M 1.61%
+14,980
16
$947K 1.44%
+78,542
17
$935K 1.42%
+25,400
18
$934K 1.42%
+24,120
19
$929K 1.41%
+20,765
20
$905K 1.38%
+11,500
21
$901K 1.37%
+11,480
22
$873K 1.33%
+9,541
23
$869K 1.32%
+5,340
24
$864K 1.31%
+31,675
25
$824K 1.25%
+5,870
1
2 3 4 5