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
126
$400K 0.18%
6,126
+550
127
$397K 0.17%
14,435
-3,114
128
$395K 0.17%
8,519
+819
129
$384K 0.17%
13,876
+1,490
130
$384K 0.17%
4,031
-360
131
$371K 0.16%
2,520
-20
132
$362K 0.16%
+6,535
133
$361K 0.16%
8,285
+6
134
$359K 0.16%
2,317
135
$358K 0.16%
21,333
+35
136
$358K 0.16%
9,967
+2,952
137
$357K 0.16%
+11,966
138
$352K 0.15%
3,036
139
$351K 0.15%
+30,565
140
$347K 0.15%
+10,000
141
$346K 0.15%
1,811
+137
142
$337K 0.15%
1,484
+122
143
$335K 0.15%
8,656
+1,662
144
$328K 0.14%
1,105
-75
145
$325K 0.14%
13,435
146
$320K 0.14%
3,644
+300
147
$312K 0.14%
11,481
+1,277
148
$310K 0.14%
4,098
+373
149
$309K 0.14%
3,087
+47
150
$299K 0.13%
3,953
+353
4 5
6
7 8