TPW
Turn8 Private Wealth Portfolio holdings
AUM
$160M
1-Year Est. Return
25.13%
This Fund
S&P 500
1 Year Est. Return
+25.13%
AUM
$160M
AUM Growth
+$20.5M
(+15%)
Holding
58
Top Buys
| 1 | +$4.32M | |
| 2 | +$4.1M | |
| 3 | +$3.93M | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$3.28M |
| 5 |
Microsoft
MSFT
|
+$2.93M |
Top Sells
| 1 | +$3.72M | |
| 2 | +$3.71M | |
| 3 | +$3.59M | |
| 4 |
Costco
COST
|
+$3.29M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.92M |
Sector Composition
| 1 | Financials | 20.72% |
| 2 | Technology | 13.96% |
| 3 | Energy | 9.23% |
| 4 | Consumer Discretionary | 7.52% |
| 5 | Communication Services | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABVE
51
Above Food Ingredients Inc
ABVE
$26.3M
| $27K | 0.02% |
+26,291
|
|
||
|
52
Costco
COST
$465B
| – | – |
-3,817
|
|
||
53
CRISPR Therapeutics
CRSP
$4.67B
| – | – |
-2,556
|
|
||
54
Palantir
PLTR
$321B
| – | – |
-1,205
|
|
||
55
Tesla
TSLA
$1.59T
| – | – |
-275
|
|
||
56
Waste Management
WM
$88.3B
| – | – |
-16,879
|
|
||
|
SI
57
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| – | – |
-25,662
|
|