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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.07%
878
+78
227
$221K 0.07%
3,699
+276
228
$214K 0.07%
+8,413
229
$213K 0.07%
2,510
-2,559
230
$213K 0.07%
+3,299
231
$212K 0.06%
10,571
-30,303
232
$211K 0.06%
+8,553
233
$210K 0.06%
7,671
-2,625
234
$208K 0.06%
963
235
$205K 0.06%
+361
236
$205K 0.06%
2,311
-694
237
$204K 0.06%
1,995
+137
238
$204K 0.06%
5,027
-261
239
$201K 0.06%
6,008
+25
240
$181K 0.06%
+13,486
241
$178K 0.05%
18,029
+245
242
$173K 0.05%
+39,767
243
$158K 0.05%
+15,229
244
$124K 0.04%
+15,514
245
$115K 0.04%
23,626
-1,913
246
$30.6K 0.01%
18,800
247
$9.73K ﹤0.01%
1,850
248
– –
-126,350
249
– –
-3,536
250
– –
-7,024
7 8 9
10
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