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
$255M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.65M
3
+$1.58M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.15M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.07M

Top Sells

1
+$873K
2
+$597K
3
+$573K
4
PLTR icon
Palantir
PLTR
+$306K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$153K

Sector Composition

1 Technology 25.06%
2 Energy 2.71%
3 Consumer Discretionary 2.15%
4 Communication Services 1.76%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.1M 22.45%
1,536,244
-8,221
2
$35.1M 13.78%
1,022,812
+31,077
3
$16.4M 6.45%
248,594
+41,353
4
$10.2M 4.01%
362,494
+37,894
5
$8.83M 3.47%
31,182
-467
6
$8.25M 3.24%
15,642
+8
7
$6.89M 2.71%
58,756
-201
8
$6.77M 2.66%
170,578
+39,899
9
$5.91M 2.32%
91,505
+25,519
10
$4.78M 1.88%
76,915
+18,425
11
$4.55M 1.79%
47,781
+1,014
12
$4.4M 1.73%
198,357
-3,165
13
$4.11M 1.62%
58,195
+3,515
14
$4.09M 1.61%
15,647
+76
15
$3.97M 1.56%
41,335
-5,974
16
$3.48M 1.37%
55,000
+16,119
17
$3.22M 1.27%
48,103
+2,025
18
$3.16M 1.24%
128,538
+7,177
19
$3.14M 1.23%
135,555
+4,927
20
$3.09M 1.21%
5,399
+1,526
21
$3.04M 1.19%
118,606
+688
22
$3.03M 1.19%
118,748
+753
23
$3.01M 1.18%
113,000
24
$2.83M 1.11%
60,297
+930
25
$2.51M 0.99%
39,401
-860
1
2 3 4