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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,317
227
– –
-1,442
228
– –
-3,980
229
– –
-5,710
6 7 8 9
10