TPW

Turn8 Private Wealth Portfolio holdings

AUM $139M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.8M
3
+$779K
4
BABA icon
Alibaba
BABA
+$727K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$723K

Top Sells

1
+$6.74M
2
+$3.25M
3
+$2.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.49M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.39M

Sector Composition

1 Financials 19.66%
2 Technology 17.59%
3 Industrials 10.76%
4 Energy 6.75%
5 Real Estate 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.16%
+4,700
52
– –
-18,350
53
– –
-5,155
54
– –
-51,130
1 2
3