TPW

Turn8 Private Wealth Portfolio holdings

AUM $140M
1-Year Est. Return 20.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.56M
3
+$2.39M
4
BABA icon
Alibaba
BABA
+$1.8M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.03M

Top Sells

1
+$2.95M
2
+$2.81M
3
+$2.58M
4
BIPC icon
Brookfield Infrastructure
BIPC
+$2.51M
5
ADBE icon
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
– –
-91,412
52
– –
-24,125
53
– –
-4,700
54
– –
-8,679
1 2
3