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TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
+9.31%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$67M
AUM Growth
+$6.01M
Cap. Flow
+$1.85M
Cap. Flow %
2.75%
Top 10 Hldgs %
63.99%
Holding
69
New
9
Increased
22
Reduced
10
Closed
3

Top Buys

1
NPTN
NEOPHOTONICS CORP
NPTN
+$1.21M
2
RTX icon
RTX Corp
RTX
+$359K
3
AMZN icon
Amazon
AMZN
+$285K
4
MUX icon
McEwen Inc
MUX
+$228K
5
WAB icon
Wabtec
WAB
+$217K

Top Sells

1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$899K
2
BCE icon
BCE
BCE
+$331K
3
PYPL icon
PayPal
PYPL
+$244K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$223K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$72.6K

Sector Composition

1 Industrials 14.52%
2 Technology 10%
3 Healthcare 8.28%
4 Consumer Staples 4.54%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.05T
$321K 0.48%
1,800
– –
AOA icon
52
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.21B
$317K 0.47%
5,778
+86
+2% +$4.47K
CVX icon
53
Chevron
CVX
$362B
$304K 0.45%
3,404
– –
BAX icon
54
Baxter International
BAX
$11.4B
$258K 0.38%
3,000
– –
HRL icon
55
Hormel Foods
HRL
$13.8B
$252K 0.38%
5,221
+23
+0.4% +$1.1K
MO icon
56
Altria Group
MO
$118B
$251K 0.37%
6,395
– –
MUX icon
57
McEwen Inc
MUX
$1.05B
$247K 0.37%
+24,500
New +$228K
SHV icon
58
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$229K 0.34%
2,070
– –
COP icon
59
ConocoPhillips
COP
$136B
$221K 0.33%
+5,250
New +$212K
WAB icon
60
Wabtec
WAB
$44.1B
$221K 0.33%
+3,840
New +$217K
META icon
61
Meta Platforms (Facebook)
META
$1.73T
$217K 0.32%
+954
New +$199K
IGV icon
62
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$209K 0.31%
+3,680
New +$185K
F icon
63
Ford
F
$56.5B
$202K 0.3%
33,293
+200
+0.6% +$1.11K
ASM
64
Avino Silver & Gold Mines
ASM
$1.04B
$81K 0.12%
100,000
– –
TGB
65
Trekor Metals
TGB
$2.72B
$52K 0.08%
+105,000
New +$40K
LODE icon
66
Comstock
LODE
$316M
$20K 0.03%
2,065
– –
BCE icon
67
BCE
BCE
$20.1B
– –
-8,093
Closed -$331K
SPXL icon
68
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.07B
– –
-34,500
Closed -$899K
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
– –
-2,817
Closed -$223K
1 2
3

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JWM
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DCPAL
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MWC
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CWA
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SWG
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SCP
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