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TWP
Tempus Wealth Planning Portfolio holdings
AUM
$435M
1-Year Est. Return
24.41%
This Fund
S&P 500
This Quarter
Est. Return
-12.11%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$19M
(-14%)
Cap. Flow
-$1.2M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
38.84%
Holding
148
New
9
Increased
33
Reduced
37
Closed
21
Top Buys
| 1 |
GE Aerospace
GE
|
+$7.17M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$720K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$586K |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$510K |
| 5 |
Tesla
TSLA
|
+$496K |
Top Sells
| 1 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$2.73M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.23M |
| 3 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$1.02M |
| 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% |
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