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
76
$467K 0.38%
4,857
-460
77
$450K 0.37%
4,421
+621
78
$428K 0.35%
3,887
79
$426K 0.35%
3,000
80
$422K 0.35%
5,477
81
$410K 0.34%
2,979
82
$405K 0.33%
+8,653
83
$396K 0.33%
35,555
84
$382K 0.31%
797
+82
85
$380K 0.31%
4,236
86
$375K 0.31%
4,391
87
$370K 0.3%
5,293
+213
88
$364K 0.3%
4,896
+1,681
89
$359K 0.3%
2,500
90
$358K 0.29%
8,897
-76
91
$356K 0.29%
11,326
92
$348K 0.29%
3,841
-78
93
$328K 0.27%
6,090
+1,870
94
$327K 0.27%
+11,092
95
$326K 0.27%
6,701
+1,527
96
$322K 0.26%
3,764
97
$317K 0.26%
1,283
98
$315K 0.26%
13,435
99
$312K 0.26%
7,980
+204
100
$309K 0.25%
3,736
2 3
4
5 6