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
176
$387K 0.12%
+3,906
177
$382K 0.11%
1,224
178
$382K 0.11%
8,712
-332
179
$379K 0.11%
3,830
+110
180
$378K 0.11%
10,801
+4,062
181
$376K 0.11%
5,549
+1,850
182
$369K 0.11%
+8,533
183
$361K 0.11%
5,273
184
$359K 0.11%
13,531
+7,233
185
$352K 0.11%
+5,415
186
$350K 0.1%
1,304
187
$349K 0.1%
3,737
-694
188
$344K 0.1%
+13,877
189
$341K 0.1%
5,037
-1,796
190
$340K 0.1%
4,748
-20
191
$340K 0.1%
4,135
-14,000
192
$339K 0.1%
12,703
+571
193
$332K 0.1%
+5,718
194
$329K 0.1%
3,319
+2
195
$319K 0.1%
3,036
196
$313K 0.09%
9,169
+385
197
$311K 0.09%
13,363
-2,695
198
$302K 0.09%
13,100
199
$298K 0.09%
3,606
+243
200
$298K 0.09%
16,657
+8,244
6 7
8
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