TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
-12.11%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$122M
AUM Growth
-$19M
(-14%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-2.13%
Top 10 Holdings %
Top 10 Hldgs %
38.84%
Holding
148
New
9
Increased
33
Reduced
37
Closed
21
Top Buys
| 1 |
GE Aerospace
GE
|
$5.87M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$661K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$540K |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$433K |
| 5 |
Tesla
TSLA
|
$408K |
Top Sells
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$2.61M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.23M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$888K |
| 4 |
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% |
