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
51
$1.33M 0.58%
39,318
+3,813
52
$1.31M 0.57%
44,970
+3,857
53
$1.3M 0.57%
2,231
+7
54
$1.26M 0.55%
11,958
-262
55
$1.25M 0.55%
7,970
-249
56
$1.21M 0.53%
7,118
+103
57
$1.21M 0.53%
10,288
-72
58
$1.2M 0.53%
22,978
+1,901
59
$1.19M 0.52%
22,617
+33
60
$1.17M 0.52%
12,883
-662
61
$1.12M 0.49%
5,628
+76
62
$1.1M 0.48%
12,138
-584
63
$1.09M 0.48%
52,810
+4,300
64
$1.03M 0.45%
10,611
+1,880
65
$1.02M 0.45%
30,189
-467
66
$987K 0.43%
14,044
-903
67
$986K 0.43%
10,510
+179
68
$984K 0.43%
27,929
-6,455
69
$974K 0.43%
+40,306
70
$917K 0.4%
4,916
+123
71
$892K 0.39%
17,650
+624
72
$889K 0.39%
4,962
-5
73
$862K 0.38%
9,466
-643
74
$859K 0.38%
50,000
75
$849K 0.37%
4,047
+46
1 2
3
4 5