TWP
Tempus Wealth Planning Portfolio holdings
AUM
$436M
1-Year Est. Return
22.42%
1 Year Est. Return
+22.42%
AUM
$401M
AUM Growth
+$66.5M
(+20%)
Holding
281
Top Buys
| 1 | +$6.16M | |
| 2 | +$6.04M | |
| 3 | +$2.95M | |
| 4 |
ProShares Ultra MSCI EAFE
EFO
|
+$1.85M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.6M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$1.82M | |
| 3 | +$1.79M | |
| 4 |
NVIDIA
NVDA
|
+$1.53M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$1.43M |
Sector Composition
| 1 | Industrials | 11.36% |
| 2 | Technology | 10.35% |
| 3 | Consumer Discretionary | 4.26% |
| 4 | Healthcare | 4.14% |
| 5 | Financials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
| – | – |
-8,975
|
|
||
277
DraftKings
DKNG
$15.1B
| – | – |
-8,800
|
|
||
278
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.25B
| – | – |
-5,279
|
|
||
279
Datadog
DDOG
$66.7B
| – | – |
-2,904
|
|
||
280
Coherent
COHR
$24.3B
| – | – |
-5,415
|
|
||
281
ACV Auctions
ACVA
$930M
| – | – |
-19,668
|
|