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
$94.5M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.67M
3
+$1.98M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.95M
5
ALTS
ProShares Morningstar Alternatives Solution ETF
ALTS
+$1.78M

Top Sells

1
+$3.64M
2
+$3.52M
3
+$3.19M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.3M
5
TSLA icon
Tesla
TSLA
+$601K

Sector Composition

1 Industrials 15.85%
2 Healthcare 7.9%
3 Technology 7.29%
4 Consumer Staples 4.28%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.35%
4,860
+650
77
$327K 0.35%
6,395
78
$324K 0.34%
2,441
+651
79
$320K 0.34%
7,659
+1,898
80
$314K 0.33%
2,313
+586
81
$307K 0.33%
+1,021
82
$272K 0.29%
1,221
-2,697
83
$255K 0.27%
+6,523
84
$253K 0.27%
5,289
+25
85
$253K 0.27%
3,000
86
$248K 0.26%
5,566
+480
87
$229K 0.24%
2,070
88
$225K 0.24%
+2,421
89
$225K 0.24%
+1,659
90
$225K 0.24%
+4,250
91
$224K 0.24%
1,761
+41
92
$223K 0.24%
1,007
93
$221K 0.23%
+1,503
94
$210K 0.22%
5,427
95
$208K 0.22%
+2,415
96
$200K 0.21%
+3,986
97
$91K 0.1%
73,700
98
– –
-5,539
99
– –
-4,644
100
– –
-694
1 2 3
4