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
$335M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.72M
3
+$1.32M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
ARCC icon
Ares Capital
ARCC
+$1.19M

Top Sells

1
+$2.2M
2
+$2.03M
3
+$1.49M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.49M
5
WTV icon
WisdomTree US Value Fund
WTV
+$1.15M

Sector Composition

1 Technology 10.57%
2 Industrials 10.22%
3 Healthcare 5.05%
4 Consumer Discretionary 4.2%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$624K 0.19%
24,634
-134
127
$610K 0.18%
+14,021
128
$605K 0.18%
2,887
-199
129
$604K 0.18%
16,827
+689
130
$603K 0.18%
12,109
+375
131
$603K 0.18%
5,870
+168
132
$585K 0.17%
+12,567
133
$578K 0.17%
20,972
+610
134
$575K 0.17%
115,187
-1,250
135
$574K 0.17%
4,190
136
$573K 0.17%
1,093
+90
137
$570K 0.17%
9,898
-1,259
138
$569K 0.17%
9,922
139
$554K 0.17%
53,797
-2,886
140
$549K 0.16%
2,779
141
$546K 0.16%
3,762
142
$545K 0.16%
10,096
+2,368
143
$536K 0.16%
3,432
+95
144
$534K 0.16%
5,953
+170
145
$533K 0.16%
8,802
+1,069
146
$533K 0.16%
2,292
+112
147
$519K 0.16%
10,097
+11
148
$502K 0.15%
5,490
+373
149
$494K 0.15%
8,975
+2,127
150
$492K 0.15%
2,550
-7
4 5
6
7 8