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
51
$1.8M 0.54%
27,060
-11,720
52
$1.78M 0.53%
53,402
+9,359
53
$1.73M 0.52%
10,148
+2,514
54
$1.71M 0.51%
16,741
+3,210
55
$1.68M 0.5%
27,700
56
$1.66M 0.5%
12,869
+6
57
$1.66M 0.5%
45,889
+2,092
58
$1.61M 0.48%
33,825
+3,770
59
$1.59M 0.47%
6,864
+171
60
$1.56M 0.47%
50,786
+35,788
61
$1.52M 0.45%
9,152
-200
62
$1.51M 0.45%
7,116
-13
63
$1.48M 0.44%
25,162
-91
64
$1.45M 0.43%
53,204
-2,291
65
$1.43M 0.43%
15,438
+4,479
66
$1.42M 0.43%
19,051
-1,349
67
$1.42M 0.42%
22,932
+394
68
$1.41M 0.42%
12,524
+2,301
69
$1.39M 0.42%
11,445
+247
70
$1.38M 0.41%
28,337
+8,345
71
$1.38M 0.41%
37,856
+18,327
72
$1.37M 0.41%
3,904
+100
73
$1.32M 0.4%
7,756
+148
74
$1.31M 0.39%
31,391
+51
75
$1.3M 0.39%
60,384
+3,917
1 2
3
4 5