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
201
$297K 0.09%
1,341
+53
202
$297K 0.09%
+3,515
203
$296K 0.09%
3,689
+1
204
$294K 0.09%
1,723
+8
205
$292K 0.09%
8,800
-8,599
206
$292K 0.09%
788
+20
207
$292K 0.09%
+13,719
208
$288K 0.09%
+2,904
209
$288K 0.09%
7,646
+6
210
$287K 0.09%
+3,166
211
$284K 0.08%
2,893
-45
212
$281K 0.08%
518
+24
213
$279K 0.08%
3,135
-34
214
$277K 0.08%
+19,668
215
$272K 0.08%
+10,788
216
$267K 0.08%
4,239
-284
217
$262K 0.08%
1,433
+2
218
$256K 0.08%
2,026
+437
219
$255K 0.08%
2,840
220
$253K 0.08%
23,657
221
$249K 0.07%
4,936
-1,948
222
$248K 0.07%
3,683
+384
223
$245K 0.07%
+1,160
224
$241K 0.07%
29,513
+1,990
225
$241K 0.07%
2,300
-295
7 8
9
10 11