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
$228M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.64M
3
+$2.49M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.38M

Top Sells

1
+$25.9M
2
+$1.99M
3
+$1.95M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.94M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$828K

Sector Composition

1 Technology 10.76%
2 Industrials 8.72%
3 Healthcare 4.71%
4 Consumer Discretionary 3.99%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.98%
9,391
+1,319
27
$2.03M 0.89%
19,370
-1,026
28
$2.03M 0.89%
13,360
+1,032
29
$2M 0.88%
16,257
+924
30
$1.97M 0.87%
+18,894
31
$1.89M 0.83%
41,077
+8,910
32
$1.87M 0.82%
+12,917
33
$1.79M 0.78%
51,966
-3,221
34
$1.77M 0.78%
+45,343
35
$1.63M 0.72%
+31,173
36
$1.62M 0.71%
+20,409
37
$1.62M 0.71%
6,200
+532
38
$1.6M 0.7%
90,742
+47,000
39
$1.54M 0.67%
11,004
+20
40
$1.51M 0.66%
10,584
+749
41
$1.5M 0.66%
8,832
-228
42
$1.5M 0.66%
4,838
-12
43
$1.48M 0.65%
5,139
-76
44
$1.47M 0.65%
5,934
+974
45
$1.47M 0.64%
57,320
+37,697
46
$1.45M 0.64%
+32,940
47
$1.44M 0.63%
38,229
+1,222
48
$1.44M 0.63%
22,975
-788
49
$1.43M 0.63%
+59,293
50
$1.42M 0.62%
39,290
+15,226
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