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
$70.9M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.04M
3
+$791K
4
BRDS
Bird Global, Inc.
BRDS
+$686K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$362K

Top Sells

1
+$3.83M
2
+$1.69M
3
+$1.03M
4
BLND icon
Blend Labs
BLND
+$210K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$112K

Sector Composition

1 Technology 20.28%
2 Consumer Discretionary 5.32%
3 Financials 3.8%
4 Communication Services 1.13%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 18.52%
515,595
+40,992
2
$10.7M 15.09%
1,266,494
+26,203
3
$6.92M 9.76%
155,606
+83,420
4
$3.44M 4.85%
176,421
+12,107
5
$3.06M 4.31%
14,745
6
$3.04M 4.28%
74,903
+4,250
7
$3M 4.23%
28,427
-855
8
$2.4M 3.38%
33,855
+3,393
9
$2.28M 3.21%
92,547
+14,735
10
$2M 2.83%
39,774
+1,840
11
$1.94M 2.73%
39,366
-30
12
$1.5M 2.12%
26,340
+2,656
13
$1.41M 1.99%
29,334
+4,023
14
$1.27M 1.79%
130,524
15
$1.23M 1.73%
5,830
-529
16
$1.14M 1.61%
15,396
+1,683
17
$1.03M 1.45%
91,318
18
$1.02M 1.44%
373,413
19
$802K 1.13%
3,782
20
$791K 1.12%
+32,878
21
$780K 1.1%
12,579
+275
22
$753K 1.06%
107,000
23
$734K 1.03%
14,361
+5,540
24
$697K 0.98%
21,500
-31,623
25
$686K 0.97%
+98,069
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