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
101
$301K 0.25%
3,949
102
$293K 0.24%
2,406
-51
103
$281K 0.23%
+11,766
104
$274K 0.23%
1,908
+112
105
$273K 0.22%
3,000
106
$255K 0.21%
6,096
107
$250K 0.21%
3,597
+182
108
$245K 0.2%
4,759
109
$245K 0.2%
1,517
-200
110
$243K 0.2%
6,969
111
$238K 0.2%
1,684
112
$233K 0.19%
2,278
113
$233K 0.19%
+5,380
114
$231K 0.19%
5,546
115
$218K 0.18%
1,083
116
$217K 0.18%
2,601
117
$216K 0.18%
3,443
118
$216K 0.18%
8,125
-322
119
$212K 0.17%
+4,303
120
$211K 0.17%
+1,393
121
$211K 0.17%
1,980
122
$205K 0.17%
+6,060
123
$192K 0.16%
16,057
124
$159K 0.13%
14,031
+285
125
$145K 0.12%
27,978
2 3 4
5
6