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 | — | 2,197.0 | $320K | 0.23% | NEW | — | $145.65 | +11.3% |
| 42 | SHOP | SHOPIFY INC CL-A SVS | Technology | 1,743.0 | $259K | 0.19% | NEW | — | $148.66 | -29.4% |
| 43 | PLTR | PALANTIR TECHS INC CL-A | Technology | 1,205.0 | $220K | 0.16% | NEW | — | $182.42 | -24.8% |
| 44 | BND | VANGUARD TOTAL BND MK ETF | — | 2,921.0 | $217K | 0.16% | NEW | — | $74.37 | -1.9% |
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
29.9%
Technology
21.3%
Industrials
15.7%
Consumer Cyclical
11.5%
Energy
8.2%
Consumer Defensive
7.8%
Communication Services
5.5%