TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$900K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Industrials 11.71%
2 Technology 10.63%
3 Consumer Discretionary 4.47%
4 Healthcare 3.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K 0.07%
3,050
227
$287K 0.07%
5,011
-177
228
$285K 0.07%
2,380
+700
229
$285K 0.07%
+5,700
230
$283K 0.06%
1,010
-34
231
$281K 0.06%
4,233
232
$278K 0.06%
3,311
233
$277K 0.06%
33,806
+2,154
234
$277K 0.06%
+4,113
235
$274K 0.06%
5,010
-130
236
$274K 0.06%
+13,853
237
$270K 0.06%
11,619
-1,774
238
$269K 0.06%
6,709
-520
239
$269K 0.06%
6,190
+28
240
$265K 0.06%
+26,743
241
$264K 0.06%
3,562
+959
242
$263K 0.06%
+8,076
243
$263K 0.06%
5,912
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244
$261K 0.06%
2,740
-100
245
$258K 0.06%
2,574
-620
246
$257K 0.06%
23,657
247
$247K 0.06%
403
-2
248
$243K 0.06%
1,025
-409
249
$240K 0.06%
8,901
-18
250
$238K 0.05%
3,076
-90
8 9
10
11 12