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
101
$1.11M 0.28%
2,294
+16
102
$1.11M 0.28%
8,387
+124
103
$1.1M 0.27%
6,616
+160
104
$1.08M 0.27%
7,958
+4,443
105
$1.08M 0.27%
11,000
-14,607
106
$1.06M 0.26%
24,552
+47
107
$1.06M 0.26%
18,639
108
$1.04M 0.26%
19,701
+4,932
109
$1.02M 0.25%
+19,757
110
$1.01M 0.25%
3,249
+2,156
111
$995K 0.25%
3,179
-465
112
$983K 0.24%
20,111
-744
113
$963K 0.24%
44,983
+877
114
$951K 0.24%
37,587
+2,439
115
$934K 0.23%
41,522
-30
116
$933K 0.23%
11,448
-24
117
$916K 0.23%
18,203
-1,479
118
$901K 0.22%
8,219
+16
119
$900K 0.22%
6,267
-442
120
$877K 0.22%
+26,879
121
$875K 0.22%
39,067
-1,468
122
$842K 0.21%
4,537
+1,650
123
$838K 0.21%
34,356
+576
124
$827K 0.21%
23,110
+6,453
125
$788K 0.2%
7,988
-408
3 4
5
6 7