GIPW
Granite Islands Private Wealth Portfolio holdings
AUM
$109M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$109M
AUM Growth
-$41.2K
(-0.04%)
Holding
81
Top Buys
| 1 | +$1.23M | |
| 2 | +$1.17M | |
| 3 | +$970K | |
| 4 |
Palo Alto Networks
PANW
|
+$783K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$486K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$562K | |
| 3 | +$425K | |
| 4 |
Visa
V
|
+$359K |
| 5 |
Mastercard
MA
|
+$356K |
Sector Composition
| 1 | Technology | 35.77% |
| 2 | Communication Services | 12.68% |
| 3 | Healthcare | 10% |
| 4 | Consumer Discretionary | 7.34% |
| 5 | Financials | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$96.3B
| – | – |
-1,608
|
|
||
77
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
| – | – |
-2,628
|
|
||
78
State Street SPDR S&P 500 ETF Trust
SPY
$776B
| – | – |
-500
|
|
||
|
79
Visa
V
$623B
| – | – |
-1,025
|
|
||
80
Verizon
VZ
$201B
| – | – |
-8,226
|
|
||
|
DVLT
81
Datavault AI
DVLT
$406M
| – | – |
-13,217
|
|