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
76
$1.46M 0.36%
54,820
+1,616
77
$1.44M 0.36%
+60,468
78
$1.4M 0.35%
11,370
-75
79
$1.4M 0.35%
30,251
+17,684
80
$1.38M 0.34%
18,905
-146
81
$1.37M 0.34%
8,984
-168
82
$1.37M 0.34%
64,742
+4,358
83
$1.37M 0.34%
16,405
+285
84
$1.36M 0.34%
10,950
-983
85
$1.35M 0.34%
6,000
86
$1.34M 0.33%
6,867
+1,371
87
$1.26M 0.31%
3,428
+555
88
$1.25M 0.31%
39,243
+1,949
89
$1.23M 0.31%
40,085
90
$1.23M 0.31%
13,933
+5,993
91
$1.2M 0.3%
19,984
+9,888
92
$1.18M 0.29%
19,058
+8
93
$1.18M 0.29%
8,068
+631
94
$1.18M 0.29%
53,642
95
$1.18M 0.29%
12,335
-883
96
$1.15M 0.29%
10,284
-104
97
$1.14M 0.28%
34,835
+469
98
$1.13M 0.28%
12,059
+1,250
99
$1.13M 0.28%
12,023
+1,031
100
$1.12M 0.28%
20,563
+563
2 3
4
5 6