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
$141M
AUM Growth
-$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$396K
3
+$370K
4
ACES icon
ALPS Clean Energy ETF
ACES
+$328K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$283K

Top Sells

1
+$8.96M
2
+$2.9M
3
+$2.51M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.33M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.05M

Sector Composition

1 Technology 13.69%
2 Healthcare 7.31%
3 Consumer Staples 7.31%
4 Industrials 6.31%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$741K 0.53%
3,872
+112
52
$736K 0.52%
3,785
-234
53
$706K 0.5%
6,977
-2,419
54
$679K 0.48%
8,279
-464
55
$669K 0.48%
12,520
+762
56
$642K 0.46%
9,318
+999
57
$640K 0.46%
4,730
-281
58
$634K 0.45%
32,565
+7,427
59
$630K 0.45%
2,200
-12
60
$628K 0.45%
1,780
61
$628K 0.45%
3,875
-398
62
$606K 0.43%
10,905
+1,051
63
$606K 0.43%
15,597
-813
64
$601K 0.43%
5,358
-22,410
65
$601K 0.43%
35,555
-438
66
$588K 0.42%
5,080
+3,424
67
$584K 0.42%
6,969
+100
68
$583K 0.41%
32,690
-10,028
69
$574K 0.41%
3,524
-757
70
$573K 0.41%
9,464
-610
71
$567K 0.4%
1,578
+474
72
$564K 0.4%
6,000
73
$551K 0.39%
2,979
-1,595
74
$551K 0.39%
3,000
75
$548K 0.39%
10,501
+207
1 2
3
4 5