TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$6.04M
3
+$2.95M
4
EFO icon
ProShares Ultra MSCI EAFE
EFO
+$1.85M
5
GLD icon
SPDR Gold Trust
GLD
+$1.6M

Top Sells

1
+$2.77M
2
+$1.82M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.43M

Sector Composition

1 Industrials 11.36%
2 Technology 10.35%
3 Consumer Discretionary 4.26%
4 Healthcare 4.14%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.52%
32,836
+7,674
52
$2.06M 0.51%
55,855
+2,453
53
$1.97M 0.49%
9,108
-256
54
$1.96M 0.49%
1,978
+80
55
$1.94M 0.48%
48,503
+2,614
56
$1.93M 0.48%
16,654
-87
57
$1.88M 0.47%
2,415
-476
58
$1.82M 0.45%
38,278
+4,453
59
$1.78M 0.44%
32,607
+4,270
60
$1.75M 0.44%
25,202
+2,270
61
$1.75M 0.44%
27,794
+94
62
$1.72M 0.43%
15,660
+222
63
$1.7M 0.42%
6,105
+154
64
$1.7M 0.42%
8,128
+372
65
$1.66M 0.41%
7,275
+411
66
$1.64M 0.41%
4,941
+12
67
$1.63M 0.41%
12,263
-606
68
$1.63M 0.41%
40,355
+2,499
69
$1.62M 0.4%
6,975
-141
70
$1.55M 0.39%
12,524
71
$1.51M 0.38%
31,985
+594
72
$1.5M 0.37%
18,687
+1,297
73
$1.49M 0.37%
4,204
+300
74
$1.49M 0.37%
34,756
+2,574
75
$1.47M 0.37%
10,891
+709
1 2
3
4 5