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
51
$658K 0.54%
3,785
52
$623K 0.51%
16,663
+6
53
$621K 0.51%
4,892
+3,412
54
$620K 0.51%
7,444
55
$612K 0.5%
14,342
56
$609K 0.5%
6,568
-409
57
$600K 0.49%
4,688
-42
58
$598K 0.49%
10,500
+142
59
$595K 0.49%
3,887
+12
60
$592K 0.49%
6,000
61
$586K 0.48%
15,597
62
$585K 0.48%
9,770
+452
63
$565K 0.46%
4,132
+260
64
$546K 0.45%
11,863
-657
65
$534K 0.44%
5,255
-103
66
$533K 0.44%
10,601
+100
67
$529K 0.43%
9,464
68
$510K 0.42%
3,524
69
$509K 0.42%
8,199
70
$508K 0.42%
10,925
+20
71
$507K 0.42%
24,190
-8,500
72
$486K 0.4%
1,780
73
$484K 0.4%
2,075
-196
74
$472K 0.39%
13,662
-8,843
75
$467K 0.38%
1,701
+65
1 2
3
4 5