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GIPW

Granite Islands Private Wealth Portfolio holdings

AUM $109M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$41.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.17M
3 +$970K
4
PANW icon
Palo Alto Networks
PANW
+$783K
5
BMY icon
Bristol-Myers Squibb
BMY
+$486K

Top Sells

1 +$1.58M
2 +$562K
3 +$425K
4
V icon
Visa
V
+$359K
5
MA icon
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
MA icon
76
Mastercard
MA
$465B
-624
RTX icon
77
RTX Corp
RTX
$264B
-2,338
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$792B
-500
V icon
79
Visa
V
$664B
-1,025
VZ icon
80
Verizon
VZ
$176B
-8,226
DVLT
81
Datavault AI
DVLT
$308M
-13,217