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
$335M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.72M
3
+$1.32M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Top Sells

1
+$2.2M
2
+$2.03M
3
+$1.49M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.49M
5
WTV icon
WisdomTree US Value Fund
WTV
+$1.15M

Sector Composition

1 Technology 10.57%
2 Industrials 10.22%
3 Healthcare 5.05%
4 Consumer Discretionary 4.2%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.07%
7,178
-2,534
227
$240K 0.07%
8,919
228
$239K 0.07%
24,680
+1,213
229
$237K 0.07%
1,069
-129
230
$236K 0.07%
3,291
231
$236K 0.07%
351
-10
232
$231K 0.07%
1,506
+17
233
$229K 0.07%
+3,588
234
$226K 0.07%
+4,909
235
$224K 0.07%
2,128
236
$223K 0.07%
3,731
237
$219K 0.07%
8,947
+394
238
$219K 0.07%
7,671
239
$219K 0.07%
+3,710
240
$216K 0.06%
1,289
-225
241
$215K 0.06%
+3,178
242
$215K 0.06%
5,279
+252
243
$211K 0.06%
3,397
+139
244
$211K 0.06%
+7,185
245
$210K 0.06%
+55
246
$204K 0.06%
1,372
-2,334
247
$189K 0.06%
14,392
+906
248
$188K 0.06%
18,720
+691
249
$163K 0.05%
42,710
+2,943
250
$119K 0.04%
+13,653
7 8 9
10
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