TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 22.42%
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$661K
3
+$540K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$433K
5
TSLA icon
Tesla
TSLA
+$408K

Top Sells

1
+$2.61M
2
+$1.23M
3
+$888K
4
DKNG icon
DraftKings
DKNG
+$634K
5
XYZ
Block Inc
XYZ
+$426K

Sector Composition

1 Technology 12.19%
2 Industrials 10.94%
3 Healthcare 8.31%
4 Consumer Staples 7.35%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.88%
2,840
-685
27
$1.06M 0.87%
9,393
28
$1.05M 0.86%
6,870
29
$1.03M 0.85%
12,911
+10
30
$1.03M 0.85%
10,896
+463
31
$1.03M 0.84%
4,768
-951
32
$1.01M 0.83%
5,628
-18
33
$950K 0.78%
62,700
+3,250
34
$941K 0.77%
13,092
-794
35
$916K 0.75%
11,810
-1,048
36
$886K 0.73%
17,453
37
$878K 0.72%
13,016
-1,211
38
$867K 0.71%
7,960
+160
39
$866K 0.71%
6,131
-346
40
$864K 0.71%
17,993
+50
41
$864K 0.71%
12,364
+50
42
$838K 0.69%
20,676
43
$831K 0.68%
5,278
44
$828K 0.68%
17,489
+25
45
$765K 0.63%
14,062
-912
46
$762K 0.63%
3,396
+1,818
47
$755K 0.62%
8,279
48
$713K 0.59%
2,200
49
$689K 0.57%
6,124
50
$661K 0.54%
+7,882
1
2
3 4 5