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
$67M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$354K
3
+$326K
4
MUX icon
McEwen Inc
MUX
+$247K
5
COP icon
ConocoPhillips
COP
+$221K

Top Sells

1
+$899K
2
+$331K
3
+$308K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$223K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$80.3K

Sector Composition

1 Industrials 14.52%
2 Technology 10%
3 Healthcare 8.28%
4 Consumer Staples 4.54%
5 Financials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$466K 0.7%
20,416
27
$440K 0.66%
10,303
+1,039
28
$424K 0.63%
4,510
-500
29
$420K 0.63%
6,000
30
$413K 0.62%
8,076
31
$394K 0.59%
6,498
-360
32
$392K 0.58%
59,367
+22,967
33
$390K 0.58%
7,646
34
$383K 0.57%
3,905
+188
35
$380K 0.57%
1,612
-54
36
$378K 0.56%
2,062
37
$377K 0.56%
13,878
+3,075
38
$362K 0.54%
2,737
+95
39
$357K 0.53%
4,121
40
$354K 0.53%
+5,751
41
$353K 0.53%
1,409
42
$350K 0.52%
5,393
+130
43
$348K 0.52%
1,800
44
$348K 0.52%
3,000
45
$343K 0.51%
2,090
46
$340K 0.51%
1,953
-1,768
47
$335K 0.5%
1,914
-242
48
$331K 0.49%
5,627
49
$327K 0.49%
2,738
50
$326K 0.49%
+2,360
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