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
$61M
AUM Growth
-$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.69M
3
+$1.35M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$899K
5
C icon
Citigroup
C
+$296K

Top Sells

1
+$28.7M
2
+$5.4M
3
+$4.05M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.65M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.53M

Sector Composition

1 Industrials 15.99%
2 Healthcare 8.43%
3 Technology 6.82%
4 Consumer Staples 4.54%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 17.28%
343,357
+77,577
2
$6.62M 10.85%
167,268
-280
3
$5.86M 9.6%
193,952
-2,145
4
$5.16M 8.46%
166,095
+43,576
5
$3.71M 6.08%
151,613
+68,911
6
$2.62M 4.3%
16,628
-198
7
$2.22M 3.63%
76,380
-1,576
8
$1.73M 2.83%
5,101
9
$1.63M 2.67%
12,412
+10
10
$918K 1.5%
14,436
+100
11
$899K 1.47%
+34,500
12
$880K 1.44%
18,165
+2,979
13
$845K 1.38%
15,729
+200
14
$792K 1.3%
25,572
+2,531
15
$754K 1.24%
3,961
+211
16
$645K 1.06%
30,387
-473
17
$623K 1.02%
11,510
-91
18
$615K 1.01%
5,300
+500
19
$594K 0.97%
14,345
+1,107
20
$594K 0.97%
13,188
+2,178
21
$580K 0.95%
7,904
22
$576K 0.94%
11,828
+1,038
23
$514K 0.84%
5,530
-49
24
$494K 0.81%
11,725
+7,032
25
$487K 0.8%
5,260
1
2 3 4