CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $458M
1-Year Est. Return 60.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.1M
3
+$1.62M
4
UPST icon
Upstart Holdings
UPST
+$411K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$115K

Top Sells

1
+$5.46M
2
+$5.2M
3
+$4.59M
4
AFRM icon
Affirm
AFRM
+$4.29M
5
MTDR icon
Matador Resources
MTDR
+$824K

Sector Composition

1 Technology 49.52%
2 Financials 13.74%
3 Consumer Discretionary 9.19%
4 Healthcare 7.71%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 39.84%
2,360,339
-207,944
2
$9.18M 8.51%
91,318
-32,500
3
$7.87M 7.3%
6,292
+4,719
4
$7.6M 7.04%
53,123
-34,000
5
$5.38M 4.99%
15,270
6
$4.16M 3.85%
157,712
+4,652
7
$3.63M 3.37%
21,834
-31,000
8
$2.89M 2.68%
47,437
-1,577
9
$2.58M 2.39%
22,982
10
$2.37M 2.19%
+133,143
11
$2.36M 2.19%
47,238
-111
12
$2.35M 2.18%
104,500
13
$1.95M 1.8%
67,179
+4,017
14
$1.93M 1.79%
52,301
-20,154
15
$1.61M 1.49%
4,787
16
$1.55M 1.43%
6,068
-369
17
$1.29M 1.19%
22,472
-122
18
$1.02M 0.95%
+139,697
19
$868K 0.8%
4,887
+4
20
$713K 0.66%
12,037
+50
21
$663K 0.61%
7,103
-5,463
22
$596K 0.55%
3,942
+1,646
23
$567K 0.53%
7,612
24
$392K 0.36%
1,543
25
$389K 0.36%
20,658
-2,994
1
2 3 4 5