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
$228M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.64M
3
+$2.49M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.4M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.38M

Top Sells

1
+$25.9M
2
+$1.99M
3
+$1.95M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.94M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$828K

Sector Composition

1 Technology 10.76%
2 Industrials 8.72%
3 Healthcare 4.71%
4 Consumer Discretionary 3.99%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.23%
10,192
+4,006
102
$499K 0.22%
9,850
103
$487K 0.21%
+24,616
104
$477K 0.21%
2,668
-82
105
$477K 0.21%
19,239
+2,014
106
$475K 0.21%
16,509
-1,298
107
$459K 0.2%
9,142
+633
108
$445K 0.2%
4,487
-409
109
$445K 0.2%
2,984
-2
110
$444K 0.19%
3,010
+100
111
$441K 0.19%
5,435
-855
112
$438K 0.19%
+7,971
113
$434K 0.19%
+16,030
114
$434K 0.19%
52,677
-3,439
115
$423K 0.19%
9,786
+1,000
116
$421K 0.18%
11,190
-248
117
$415K 0.18%
4,652
+413
118
$415K 0.18%
7,706
-715
119
$408K 0.18%
12,046
+741
120
$406K 0.18%
5,203
+1,040
121
$404K 0.18%
+2,015
122
$404K 0.18%
1,672
-123
123
$404K 0.18%
2,164
-159
124
$403K 0.18%
+5,212
125
$403K 0.18%
6,559
-147
3 4
5
6 7