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
$135M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$2.99M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.68M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.19M

Top Sells

1
+$4.35M
2
+$3.89M
3
+$1.27M
4
AFRM icon
Affirm
AFRM
+$1.01M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$955K

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 3.32%
3 Communication Services 1.69%
4 Energy 1.22%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 19.49%
1,527,846
-9,889
2
$18.8M 13.96%
642,927
+67,674
3
$5.46M 4.06%
104,433
-83,037
4
$4.61M 3.42%
180,552
+19,834
5
$4.37M 3.24%
9,997
+3,509
6
$4.34M 3.23%
18,314
+11,287
7
$4.23M 3.14%
47,124
+2,975
8
$3.83M 2.84%
15,404
9
$3.47M 2.58%
42,534
+1,722
10
$3.16M 2.34%
170,073
+31,743
11
$3.01M 2.23%
90,468
-16,189
12
$3M 2.23%
+113,000
13
$3M 2.23%
+117,000
14
$2.99M 2.22%
+117,000
15
$2.88M 2.14%
51,012
+38,777
16
$2.59M 1.92%
125,093
-22,580
17
$2.54M 1.89%
59,755
-5,016
18
$2.45M 1.82%
42,394
+1,769
19
$2.29M 1.7%
37,967
+3,676
20
$2.19M 1.63%
89,285
-1,628
21
$2.16M 1.6%
34,494
+8,517
22
$1.91M 1.42%
17,082
-3,345
23
$1.79M 1.33%
30,972
+2
24
$1.65M 1.22%
+12,379
25
$1.45M 1.07%
28,338
+8,521
1
2 3