TWL
Tempo Wealth, LLC Portfolio holdings
AUM
$561M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$561M
AUM Growth
–
Holding
214
Top Buys
| 1 | +$73.5M | |
| 2 | +$33.3M | |
| 3 | +$19.6M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19.2M |
| 5 |
Apple
AAPL
|
+$17.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 16.41% |
| 2 | Technology | 14.89% |
| 3 | Financials | 10.7% |
| 4 | Communication Services | 4.71% |
| 5 | Consumer Discretionary | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Russell Mid-Cap ETF
IWR
$49.6B
| $216K | 0.04% |
+2,245
|
|
||
202
OneMain Financial
OMF
$6.76B
| $216K | 0.04% |
+3,199
|
|
||
203
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.95B
| $214K | 0.04% |
+4,278
|
|
||
204
Texas Instruments
TXN
$192B
| $210K | 0.04% |
+1,211
|
|
||
205
Vanguard Financials ETF
VFH
$13.1B
| $209K | 0.04% |
+1,567
|
|
||
206
Datadog
DDOG
$40.5B
| $208K | 0.04% |
+1,530
|
|
||
207
VanEck Gold Miners ETF
GDX
$35.6B
| $208K | 0.04% |
+2,422
|
|
||
208
Dominion Energy
D
$54B
| $206K | 0.04% |
+3,522
|
|
||
209
Dutch Bros
BROS
$6.84B
| $203K | 0.04% |
+3,312
|
|
||
210
Enbridge
ENB
$114B
| $203K | 0.04% |
+4,236
|
|
||
211
Truist Financial
TFC
$65B
| $201K | 0.04% |
+4,086
|
|
||
212
Intuitive Surgical
ISRG
$180B
| $201K | 0.04% |
+355
|
|
||
213
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
| $106K | 0.02% |
+13,034
|
|
||
|
EZRA
214
Reliance Global Group
EZRA
$3.3M
| $7.39K | ﹤0.01% |
+14,461
|
|