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
$177M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.48M
3
+$2.43M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.8M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$644K

Top Sells

1
+$1.42M
2
+$426K
3
+$405K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$333K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$226K

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 Change
in Stake 		Capital Flow
151
– –
-953
152
– –
-106,508
153
– –
-7,190
3 4 5 6
7