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
$177M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.48M
3
+$2.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.8M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$644K

Top Sells

1
+$1.42M
2
+$426K
3
+$405K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$226K

Sector Composition

1 Industrials 10.18%
2 Technology 9.89%
3 Healthcare 5.92%
4 Consumer Staples 5.72%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.95%
39,067
+226
27
$1.61M 0.91%
10,703
+736
28
$1.58M 0.9%
9,660
+403
29
$1.55M 0.88%
25,537
+799
30
$1.55M 0.88%
36,540
+938
31
$1.53M 0.86%
19,279
+3,320
32
$1.47M 0.83%
28,592
+10,152
33
$1.44M 0.82%
16,530
+855
34
$1.39M 0.79%
68,299
+4,221
35
$1.36M 0.77%
10,180
+1,480
36
$1.34M 0.76%
5,844
+100
37
$1.29M 0.73%
62,420
+100
38
$1.22M 0.69%
5,735
+585
39
$1.2M 0.68%
14,388
+483
40
$1.17M 0.66%
13,026
+407
41
$1.16M 0.66%
10,126
+265
42
$1.14M 0.65%
56,705
+2,340
43
$1.14M 0.65%
23,714
+7,753
44
$1.14M 0.64%
2,646
+466
45
$1.12M 0.63%
12,847
+799
46
$1.09M 0.62%
16,066
+699
47
$1.07M 0.61%
4,904
+689
48
$1.03M 0.58%
6,870
49
$1.02M 0.58%
5,300
50
$1.01M 0.57%
5,965
+311
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