TPW
Turn8 Private Wealth Portfolio holdings
AUM
$139M
1-Year Est. Return
21.82%
1 Year Est. Return
+21.82%
AUM
$138M
AUM Growth
+$10.5M
(+8.2%)
Holding
54
Top Buys
| 1 | +$6.07M | |
| 2 | +$2.57M | |
| 3 | +$1.79M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.03M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.03M |
Top Sells
| 1 | +$2.95M | |
| 2 | +$2.81M | |
| 3 | +$2.58M | |
| 4 |
Brookfield Infrastructure
BIPC
|
+$2.51M |
| 5 |
Adobe
ADBE
|
+$2.46M |
Sector Composition
| 1 | Financials | 21.04% |
| 2 | Technology | 15.45% |
| 3 | Industrials | 10.72% |
| 4 | Energy | 6.4% |
| 5 | Consumer Staples | 5.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Canadian Natural Resources
CNQ
$66B
| – | – |
-91,412
|
|
||
|
52
Brookfield Infrastructure
BIPC
$5.4B
| – | – |
-69,489
|
|
||
|
53
Adobe
ADBE
$137B
| – | – |
-6,421
|
|
||
54
AbbVie
ABBV
$387B
| – | – |
-1,000
|
|