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
151
$293K 0.13%
9,128
-1,531
152
$293K 0.13%
+2,704
153
$292K 0.13%
3,777
-70
154
$288K 0.13%
2,656
+489
155
$285K 0.13%
1,267
-26
156
$283K 0.12%
2,947
157
$282K 0.12%
623
+57
158
$280K 0.12%
2,579
+341
159
$277K 0.12%
1,694
-78
160
$273K 0.12%
1,995
-160
161
$263K 0.12%
23,657
+7,600
162
$259K 0.11%
607
+8
163
$253K 0.11%
+2,182
164
$245K 0.11%
9,390
-288
165
$243K 0.11%
2,963
-1,132
166
$241K 0.11%
+8,516
167
$241K 0.11%
4,311
-173
168
$239K 0.1%
+3,472
169
$238K 0.1%
5,971
-280
170
$233K 0.1%
+887
171
$233K 0.1%
+1,608
172
$232K 0.1%
+441
173
$230K 0.1%
9,898
-3,339
174
$230K 0.1%
5,411
-1,014
175
$228K 0.1%
3,151
-370
4 5 6
7
8