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
$61M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.69M
3
+$1.35M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$899K
5
C icon
Citigroup
C
+$296K

Top Sells

1
+$28.7M
2
+$5.4M
3
+$4.05M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.65M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.53M

Sector Composition

1 Industrials 15.99%
2 Healthcare 8.43%
3 Technology 6.82%
4 Consumer Staples 4.54%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-91,036
77
– –
-97,209
1 2 3
4