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
251
$238K 0.05%
8,391
252
$237K 0.05%
+298
253
$237K 0.05%
2,798
254
$236K 0.05%
55
255
$235K 0.05%
+3,815
256
$233K 0.05%
+2,323
257
$227K 0.05%
2,131
+3
258
$219K 0.05%
1,422
-532
259
$218K 0.05%
4,314
-101
260
$217K 0.05%
+4,363
261
$217K 0.05%
4,297
+231
262
$216K 0.05%
1,335
-1,379
263
$216K 0.05%
+4,837
264
$213K 0.05%
+4,928
265
$213K 0.05%
1,789
-426
266
$210K 0.05%
+5,622
267
$209K 0.05%
4,114
268
$208K 0.05%
2,765
-163
269
$207K 0.05%
+1,019
270
$206K 0.05%
1,835
-53
271
$200K 0.05%
+628
272
$200K 0.05%
259
-26
273
$151K 0.03%
12,631
+128
274
$117K 0.03%
23,426
-200
275
$48.3K 0.01%
47,800
8 9 10
11
12