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TW

Tempo Wealth Portfolio holdings

AUM $573M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.22M
3
+$2.17M
4
BND icon
Vanguard Total Bond Market
BND
+$2.13M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.95M

Top Sells

1
+$424K
2
+$420K
3
+$322K
4
ADBE icon
Adobe
ADBE
+$309K
5
VUG icon
Vanguard Growth ETF
VUG
+$299K

Sector Composition

1 Industrials 17.17%
2 Technology 13.68%
3 Financials 9.99%
4 Communication Services 4.44%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
176
Merck
MRK
$320B
$317K 0.06%
2,632
+413
CALF icon
177
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.57B
$315K 0.06%
7,024
-9,310
CVX icon
178
Chevron
CVX
$337B
$314K 0.05%
+1,519
UPS icon
179
United Parcel Service
UPS
$94.1B
$310K 0.05%
3,149
-86
MS icon
180
Morgan Stanley
MS
$337B
$309K 0.05%
1,877
+66
BUFD icon
181
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.89B
$307K 0.05%
10,963
-5,665
LIN icon
182
Linde
LIN
$253B
$301K 0.05%
607
+11
MRSH
183
Marsh
MRSH
$86B
$299K 0.05%
1,722
-14
DG icon
184
Dollar General
DG
$26.1B
$288K 0.05%
2,422
+309
QCOM icon
185
Qualcomm
QCOM
$186B
$286K 0.05%
2,221
+135
MCK icon
186
McKesson
MCK
$92.1B
$285K 0.05%
329
+59
PPA icon
187
Invesco Aerospace & Defense ETF
PPA
$8.55B
$281K 0.05%
+1,694
VCIT icon
188
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$278K 0.05%
3,362
+436
CMI icon
189
Cummins
CMI
$91.3B
$256K 0.04%
476
ABT icon
190
Abbott
ABT
$166B
$252K 0.04%
2,452
-30
HOOD icon
191
Robinhood
HOOD
$102B
$249K 0.04%
+3,594
XLP icon
192
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$248K 0.04%
+3,026
IONQ icon
193
IonQ
IONQ
$18.3B
$248K 0.04%
8,594
+1,234
SLV icon
194
iShares Silver Trust
SLV
$29.4B
$243K 0.04%
3,561
+191
PFE icon
195
Pfizer
PFE
$139B
$242K 0.04%
8,601
-130
PWR icon
196
Quanta Services
PWR
$100B
$238K 0.04%
+434
IWD icon
197
iShares Russell 1000 Value ETF
IWD
$89.7B
$238K 0.04%
1,114
+4
POCT icon
198
Innovator US Equity Power Buffer ETF October
POCT
$967M
$238K 0.04%
5,512
IWB icon
199
iShares Russell 1000 ETF
IWB
$48.7B
$235K 0.04%
659
+1
ENB icon
200
Enbridge
ENB
$118B
$231K 0.04%
4,261
+25
5 6 7
8
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