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
1
$12.1M 9.96%
242,157
-24,624
2
$6.07M 4.99%
206,221
-13,369
3
$5.87M 4.83%
+148,022
4
$5.72M 4.7%
22,255
+30
5
$5.33M 4.38%
38,992
+885
6
$2.71M 2.23%
15,269
-381
7
$2.54M 2.08%
96,196
-4,286
8
$2.37M 1.94%
8,439
+3
9
$2.35M 1.93%
6,207
+1,424
10
$2.16M 1.78%
5,034
11
$2.08M 1.71%
75,475
-94,871
12
$2.04M 1.68%
34,735
-2,378
13
$1.81M 1.49%
34,558
-975
14
$1.8M 1.48%
51,861
-3,435
15
$1.76M 1.44%
60,884
-4,699
16
$1.69M 1.39%
60,179
-2,655
17
$1.58M 1.3%
9,498
-301
18
$1.54M 1.27%
8,193
-95
19
$1.5M 1.24%
73,544
-3,629
20
$1.42M 1.16%
22,839
-99
21
$1.2M 0.99%
23,022
-17,059
22
$1.18M 0.97%
11,146
+586
23
$1.18M 0.97%
37,824
+1,830
24
$1.17M 0.96%
9,970
25
$1.14M 0.94%
4,687
-193
1
2 3 4 5