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
$335M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.72M
3
+$1.32M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Top Sells

1
+$2.2M
2
+$2.03M
3
+$1.49M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.49M
5
WTV icon
WisdomTree US Value Fund
WTV
+$1.15M

Sector Composition

1 Technology 10.57%
2 Industrials 10.22%
3 Healthcare 5.05%
4 Consumer Discretionary 4.2%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.86%
36,205
+1,666
27
$2.81M 0.84%
11,461
+340
28
$2.65M 0.79%
106,027
-7,225
29
$2.58M 0.77%
88,131
-7,428
30
$2.54M 0.76%
57,913
-11,787
31
$2.48M 0.74%
30,687
-7
32
$2.47M 0.74%
79,930
+16,492
33
$2.42M 0.72%
8,802
+266
34
$2.4M 0.72%
89,378
+24,306
35
$2.39M 0.72%
15,480
+287
36
$2.39M 0.71%
2,891
+141
37
$2.36M 0.7%
16,800
+395
38
$2.34M 0.7%
25,607
-53
39
$2.29M 0.68%
89,596
-8,689
40
$2.28M 0.68%
49,422
-5,408
41
$2.22M 0.66%
16,531
+197
42
$2.19M 0.65%
24,961
+472
43
$1.89M 0.56%
13,509
+344
44
$1.87M 0.56%
54,709
+5,974
45
$1.87M 0.56%
9,364
+1,633
46
$1.85M 0.55%
5,951
-51
47
$1.84M 0.55%
3,201
+54
48
$1.82M 0.54%
+36,652
49
$1.81M 0.54%
16,408
+9,385
50
$1.8M 0.54%
1,898
+139
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