TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
-1.3%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$177M
AUM Growth
+$25.8M
(+17%)
Cap. Flow
+$28.2M
Cap. Flow
% of AUM
16%
Top 10 Holdings %
Top 10 Hldgs %
35.7%
Holding
153
New
8
Increased
98
Reduced
15
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 10.18% |
| 2 | Technology | 9.89% |
| 3 | Healthcare | 5.92% |
| 4 | Consumer Staples | 5.72% |
| 5 | Consumer Discretionary | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JMIA
151
Jumia Technologies
JMIA
$1B
| – | – |
-7,190
| Closed | -$218K |
|
|
USAS
152
Americas Gold and Silver
USAS
$728M
| – | – |
-106,508
| Closed | -$405K |
|
153
Vanguard Mid-Cap ETF
VO
$87.4B
| – | – |
-953
| Closed | -$226K |
|