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
$61M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.69M
3
+$1.35M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$899K
5
C icon
Citigroup
C
+$296K

Top Sells

1
+$28.7M
2
+$5.4M
3
+$4.05M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.65M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.53M

Sector Composition

1 Industrials 15.99%
2 Healthcare 8.43%
3 Technology 6.82%
4 Consumer Staples 4.54%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$451K 0.74%
5,010
+500
27
$449K 0.74%
20,416
+3,707
28
$438K 0.72%
6,000
29
$404K 0.66%
8,076
30
$362K 0.59%
7,646
-260
31
$357K 0.59%
4,121
-12
32
$356K 0.58%
3,721
+51
33
$338K 0.55%
1,666
+55
34
$333K 0.55%
6,858
+761
35
$331K 0.54%
8,093
+664
36
$329K 0.54%
1,800
+70
37
$324K 0.53%
3,000
38
$322K 0.53%
9,264
+1,200
39
$317K 0.52%
2,642
+71
40
$314K 0.51%
5,627
41
$312K 0.51%
5,263
+699
42
$309K 0.51%
2,156
+501
43
$308K 0.5%
2,062
-562
44
$301K 0.49%
2,738
45
$292K 0.48%
10,803
+150
46
$290K 0.48%
2,090
-20
47
$290K 0.48%
1,800
48
$283K 0.46%
3,717
-71
49
$270K 0.44%
5,692
-101
50
$263K 0.43%
1,409
+1
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2
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