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
$141M
AUM Growth
-$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$396K
3
+$370K
4
ACES icon
ALPS Clean Energy ETF
ACES
+$328K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$283K

Top Sells

1
+$8.96M
2
+$2.9M
3
+$2.51M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.33M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.05M

Sector Composition

1 Technology 13.69%
2 Healthcare 7.31%
3 Consumer Staples 7.31%
4 Industrials 6.31%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-19,788
152
– –
-152,152
153
– –
-1,156
154
– –
-1,700
3 4 5 6
7