TPW

Turn8 Private Wealth Portfolio holdings

AUM $138M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.74M
3
+$6.51M
4
RY icon
Royal Bank of Canada
RY
+$4.68M
5
NVDA icon
NVIDIA
NVDA
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.69%
2 Technology 18.28%
3 Industrials 9.44%
4 Energy 7.11%
5 Real Estate 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 2.25%
+13,828
27
$3.02M 2.15%
+22,843
28
$2.98M 2.12%
+8,457
29
$2.83M 2.02%
+20,286
30
$2.74M 1.95%
+25,879
31
$2.7M 1.93%
+23,308
32
$2.57M 1.83%
+26,560
33
$2.28M 1.63%
+47,795
34
$2.28M 1.62%
+5,124
35
$2.23M 1.59%
+44,884
36
$2.03M 1.44%
+47,935
37
$1.87M 1.33%
+9,532
38
$1.52M 1.08%
+10,905
39
$1.49M 1.07%
+5,155
40
$448K 0.32%
+4,305
41
$349K 0.25%
+3,235
42
$325K 0.23%
+1,830
43
$277K 0.2%
+2,157
44
$217K 0.15%
+3,013
45
$209K 0.15%
+5,181
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