TWP
Tempus Wealth Planning Portfolio holdings
AUM
$436M
1-Year Est. Return
22.42%
1 Year Est. Return
+22.42%
AUM
$401M
AUM Growth
+$66.5M
(+20%)
Holding
281
Top Buys
| 1 | +$6.16M | |
| 2 | +$6.04M | |
| 3 | +$2.95M | |
| 4 |
ProShares Ultra MSCI EAFE
EFO
|
+$1.85M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.6M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$1.82M | |
| 3 | +$1.79M | |
| 4 |
NVIDIA
NVDA
|
+$1.53M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$1.43M |
Sector Composition
| 1 | Industrials | 11.36% |
| 2 | Technology | 10.35% |
| 3 | Consumer Discretionary | 4.26% |
| 4 | Healthcare | 4.14% |
| 5 | Financials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
RingCentral
RNG
$2.54B
| – | – |
-13,877
|
|
||
277
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.63B
| – | – |
-7,178
|
|
||
278
Transmedics
TMDX
$4.42B
| – | – |
-6,058
|
|
||
279
WisdomTree US Value Fund
WTV
$2.13B
| – | – |
-4,135
|
|
||
280
State Street Energy Select Sector SPDR ETF
XLE
$26.8B
| – | – |
-3,737
|
|
||
281
BBB Foods
TBBB
$4.03B
| – | – |
-12,703
|
|