GIPW
Granite Islands Private Wealth Portfolio holdings
AUM
$109M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$109M
AUM Growth
–
Holding
80
Top Buys
| 1 | +$9.33M | |
| 2 | +$8.58M | |
| 3 | +$6.47M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.16M |
| 5 |
Microsoft
MSFT
|
+$4.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 38.04% |
| 2 | Communication Services | 13.05% |
| 3 | Healthcare | 8.06% |
| 4 | Financials | 7.49% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CVS Health
CVS
$99.4B
| $217K | 0.2% |
+2,751
|
|
||
77
iShares Russell Top 200 Value ETF
IWX
$3.59B
| $203K | 0.19% |
+2,220
|
|
||
78
authID Inc
AUID
$25.8M
| $19.1K | 0.02% |
+21,850
|
|
||
|
CGC
79
Canopy Growth
CGC
$435M
| $12.4K | 0.01% |
+10,905
|
|
||
|
DVLT
80
Datavault AI
DVLT
$421M
| $8.48K | 0.01% |
+13,217
|
|