Portfolio (Quarterly)
Guide ↗
Turn8 Private Wealth Inc.
· CIK 0002070026| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ITOT | ISHARES CORE S&P TOTAL US | — | 2,206.0 | $328K | 0.23% | — | — | $148.69 | +13.3% |
| 42 | SHOP | SHOPIFY INC CL-A SVS | Technology | 1,698.0 | $274K | 0.20% | -45.0 | -2.6% | $161.11 | -5.1% |
| 43 | BND | VANGUARD TOTAL BND MK ETF | — | 2,933.0 | $217K | 0.16% | — | — | $74.07 | -2.4% |
| 44 | PLTR | PALANTIR TECHS INC CL-A | Technology | 1,205.0 | $214K | 0.15% | — | — | $177.69 | +4.8% |
| 45 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 2,556.0 | $134K | 0.10% | NEW | — | $52.44 | +10.1% |
| 46 | TSLA | TESLA INC | Consumer Cyclical | 275.0 | $124K | 0.09% | NEW | — | $449.72 | -22.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
31.5%
Technology
23.2%
Consumer Cyclical
11.4%
Energy
8.5%
Industrials
8.5%
Consumer Defensive
8.4%
Communication Services
8.3%
Healthcare
0.1%