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
51
$993K 0.56%
21,381
+1,455
52
$931K 0.53%
5,569
+369
53
$926K 0.52%
23,436
+16,193
54
$914K 0.52%
3,876
+1,868
55
$905K 0.51%
16,748
+200
56
$886K 0.5%
10,457
+1,526
57
$873K 0.49%
1,942
+44
58
$863K 0.49%
16,197
+2,970
59
$846K 0.48%
3,987
+270
60
$842K 0.48%
4,981
+132
61
$835K 0.47%
15,332
+1,088
62
$827K 0.47%
3,760
+72
63
$822K 0.47%
11,706
+508
64
$821K 0.46%
4,574
65
$819K 0.46%
9,650
+73
66
$810K 0.46%
4,783
+879
67
$786K 0.45%
19,176
+1,177
68
$743K 0.42%
6,425
+538
69
$716K 0.41%
9,537
70
$661K 0.37%
4,946
+1,433
71
$658K 0.37%
9,968
+555
72
$645K 0.37%
11,620
+68
73
$644K 0.36%
7,947
+670
74
$622K 0.35%
7,231
+221
75
$620K 0.35%
16,435
-75
1 2
3
4 5