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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
+9.77%
1 Year Est. Return
+47.68%
3 Year Est. Return
+280.92%
5 Year Est. Return
+178.32%
10 Year Est. Return
–
AUM
$135M
AUM Growth
+$20.8M
Cap. Flow
+$9.42M
Cap. Flow %
7%
Top 10 Hldgs %
58.31%
Holding
61
New
9
Increased
21
Reduced
15
Closed
7

Top Buys

1
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.97M
2
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$2.91M
3
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$2.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.5M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.09M

Top Sells

1
GLD icon
SPDR Gold Trust
GLD
+$3.89M
2
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$3.88M
3
HOOD icon
Robinhood
HOOD
+$1.27M
4
AFRM icon
Affirm
AFRM
+$1.01M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$951K

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
PLTR icon
1
Palantir
PLTR
$321B
$26.2M 19.49%
1,527,846
-9,889
-0.6% -$176K
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$18.8M 13.96%
642,927
+67,674
+12% +$1.83M
DFAT icon
3
Dimensional US Targeted Value ETF
DFAT
$14.6B
$5.46M 4.06%
104,433
-83,037
-44% -$3.88M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$4.61M 3.42%
180,552
+19,834
+12% +$472K
VOO icon
5
Vanguard S&P 500 ETF
VOO
$984B
$4.37M 3.24%
9,997
+3,509
+54% +$1.44M
VTI icon
6
Vanguard Total Stock Market ETF
VTI
$664B
$4.34M 3.23%
18,314
+11,287
+161% +$2.5M
AVUV icon
7
Avantis US Small Cap Value ETF
AVUV
$29.6B
$4.23M 3.14%
47,124
+2,975
+7% +$238K
TSLA icon
8
Tesla
TSLA
$1.46T
$3.83M 2.84%
15,404
– –
AVUS icon
9
Avantis US Equity ETF
AVUS
$13.9B
$3.47M 2.58%
42,534
+1,722
+4% +$130K
SCHB icon
10
Schwab US Broad Market ETF
SCHB
$43.4B
$3.16M 2.34%
170,073
+31,743
+23% +$548K
DFAU icon
11
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$3.01M 2.23%
90,468
-16,189
-15% -$503K
IBMN
12
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$3M 2.23%
+113,000
New +$2.97M
IBMR icon
13
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$461M
$3M 2.23%
+117,000
New +$2.87M
IBMQ icon
14
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$654M
$2.99M 2.22%
+117,000
New +$2.91M
AVEM icon
15
Avantis Emerging Markets Equity ETF
AVEM
$24.8B
$2.88M 2.14%
51,012
+38,777
+317% +$2.09M
SCHH icon
16
Schwab US REIT ETF
SCHH
$11.5B
$2.59M 1.92%
125,093
-22,580
-15% -$420K
VNQI icon
17
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$2.54M 1.89%
59,755
-5,016
-8% -$200K
EEMS icon
18
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$409M
$2.45M 1.82%
42,394
+1,769
+4% +$97.9K
AVDE icon
19
Avantis International Equity ETF
AVDE
$17.5B
$2.29M 1.7%
37,967
+3,676
+11% +$208K
MMIT icon
20
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$2.19M 1.63%
89,285
-1,628
-2% -$38.8K
AVDV icon
21
Avantis International Small Cap Value ETF
AVDV
$19.2B
$2.16M 1.6%
34,494
+8,517
+33% +$496K
VYM icon
22
Vanguard High Dividend Yield ETF
VYM
$80.3B
$1.91M 1.42%
17,082
-3,345
-16% -$351K
AVLV icon
23
Avantis US Large Cap Value ETF
AVLV
$17B
$1.79M 1.33%
30,972
+2
+0% +$108
PSX icon
24
Phillips 66
PSX
$80.9B
$1.65M 1.22%
+12,379
New +$1.48M
AVSC icon
25
Avantis US Small Cap Equity ETF
AVSC
$3.05B
$1.45M 1.07%
28,338
+8,521
+43% +$386K
1
2 3

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