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
151
$491K 0.15%
+28,022
152
$486K 0.15%
1,088
+43
153
$465K 0.14%
6,233
+293
154
$461K 0.14%
+9,850
155
$460K 0.14%
1,254
+131
156
$455K 0.14%
5,945
+4
157
$453K 0.14%
827
-14
158
$452K 0.14%
8,151
159
$451K 0.13%
5,768
-92
160
$446K 0.13%
6,286
+20
161
$440K 0.13%
19,135
-2,809
162
$433K 0.13%
15,817
+531
163
$423K 0.13%
17,853
+10,424
164
$412K 0.12%
1,252
+428
165
$412K 0.12%
4,031
166
$410K 0.12%
17,769
+3,810
167
$409K 0.12%
14,465
+3
168
$409K 0.12%
43,192
+21,872
169
$408K 0.12%
8,735
+196
170
$408K 0.12%
6,058
+508
171
$407K 0.12%
6,231
-811
172
$406K 0.12%
6,388
+554
173
$402K 0.12%
13,044
+402
174
$397K 0.12%
1,499
+621
175
$392K 0.12%
2,490
5 6
7
8 9