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

Top Buys

1
+$5M
2
+$4.48M
3
+$4.13M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.7M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.36M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$770K
4
INTC icon
Intel
INTC
+$683K
5
GE icon
GE Aerospace
GE
+$492K

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
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