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TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
+4.99%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$56.2M
Cap. Flow
+$51.4M
Cap. Flow %
34.09%
Top 10 Hldgs %
33.41%
Holding
148
New
51
Increased
66
Reduced
16
Closed
3

Top Buys

1
AAPL icon
Apple
AAPL
+$3.28M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.99M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.17M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.86M

Top Sells

1
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$862K
2
VB icon
Vanguard Small-Cap ETF
VB
+$641K
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$229K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$200K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$115K

Sector Composition

1 Industrials 12.06%
2 Technology 10.79%
3 Consumer Staples 6.58%
4 Healthcare 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTM icon
101
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$422K 0.28%
7,970
+907
+13% +$46.9K
MJ icon
102
Amplify Alternative Harvest ETF
MJ
$105M
$420K 0.28%
1,702
+477
+39% +$120K
XLF icon
103
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$416K 0.28%
+11,326
New +$414K
JWN
104
DELISTED
Nordstrom
JWN
$413K 0.27%
+11,304
New +$413K
AGG icon
105
iShares Core US Aggregate Bond ETF
AGG
$139B
$410K 0.27%
+3,556
New +$407K
EBAY icon
106
eBay
EBAY
$50.2B
$409K 0.27%
+5,819
New +$365K
USAS
107
Americas Gold and Silver
USAS
$1.36B
$405K 0.27%
106,508
-17,085
-14% -$83.3K
NOBL icon
108
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$398K 0.26%
8,782
+3,952
+82% +$179K
SBUX icon
109
Starbucks
SBUX
$121B
$394K 0.26%
+3,520
New +$398K
META icon
110
Meta Platforms (Facebook)
META
$1.72T
$385K 0.26%
1,107
-219
-17% -$70.3K
BMY icon
111
Bristol-Myers Squibb
BMY
$119B
$382K 0.25%
5,720
-797
-12% -$52K
KWEB icon
112
KraneShares CSI China Internet ETF
KWEB
$5.39B
$379K 0.25%
+5,427
New +$391K
VCSH icon
113
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$376K 0.25%
+4,549
New +$376K
PZA icon
114
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$366K 0.24%
+13,435
New +$364K
PG icon
115
Procter & Gamble
PG
$344B
$345K 0.23%
2,560
-59
-2% -$7.98K
EA icon
116
Electronic Arts
EA
$52B
$329K 0.22%
2,290
+631
+38% +$89.5K
SHY icon
117
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$322K 0.21%
3,736
-385
-9% -$33.2K
ATVI
118
DELISTED
Activision Blizzard
ATVI
$309K 0.21%
3,238
+817
+34% +$77.4K
MO icon
119
Altria Group
MO
$118B
$305K 0.2%
6,395
– –
IPAY icon
120
Amplify Mobile Payments ETF
IPAY
$164M
$295K 0.2%
+4,182
New +$292K
WFC icon
121
Wells Fargo
WFC
$263B
$295K 0.2%
6,523
– –
TSLA icon
122
Tesla
TSLA
$1.5T
$289K 0.19%
1,275
+54
+4% +$11.7K
AOK icon
123
iShares Core Conservative Allocation ETF
AOK
$810M
$288K 0.19%
7,243
+1,816
+33% +$71.5K
GSK icon
124
GSK
GSK
$103B
$284K 0.19%
5,706
+140
+3% +$6.73K
NNOX icon
125
Nano X Imaging
NNOX
$75.2M
$276K 0.18%
+8,596
New +$261K
2 3 4
5
6

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