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
$94.5M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.67M
3
+$1.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.95M
5
ALTS
ProShares Morningstar Alternatives Solution ETF
ALTS
+$1.78M

Top Sells

1
+$3.64M
2
+$3.52M
3
+$3.19M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M
5
TSLA icon
Tesla
TSLA
+$601K

Sector Composition

1 Industrials 15.85%
2 Healthcare 7.9%
3 Technology 7.29%
4 Consumer Staples 4.28%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 1.03%
+19,332
27
$961K 1.02%
13,795
+1,071
28
$959K 1.02%
11,386
+416
29
$956K 1.01%
+57,561
30
$952K 1.01%
12,469
+1,027
31
$951K 1.01%
16,348
+619
32
$792K 0.84%
6,135
+875
33
$752K 0.8%
10,339
-134
34
$730K 0.77%
13,632
+52
35
$720K 0.76%
9,784
+1,325
36
$695K 0.74%
123,593
37
$675K 0.71%
4,435
38
$657K 0.7%
10,260
-377
39
$607K 0.64%
4,291
+1,471
40
$602K 0.64%
+13,753
41
$539K 0.57%
7,170
+657
42
$532K 0.56%
6,000
43
$529K 0.56%
15,238
+1,260
44
$515K 0.55%
2,068
+377
45
$514K 0.54%
9,811
-250
46
$514K 0.54%
36,762
+10,319
47
$506K 0.54%
3,000
48
$488K 0.52%
+10,243
49
$488K 0.52%
6,319
+634
50
$487K 0.52%
1,912
1
2
3 4