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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$643K
3
+$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Top Sells

1
+$1.44M
2
+$661K
3
+$475K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$146K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.01%
63,370
+950
27
$1.86M 1%
10,689
-14
28
$1.82M 0.98%
5,135
29
$1.76M 0.95%
11,358
+666
30
$1.72M 0.93%
25,093
-444
31
$1.69M 0.91%
19,788
+509
32
$1.63M 0.88%
36,540
33
$1.59M 0.86%
10,053
+393
34
$1.48M 0.8%
10,240
+60
35
$1.37M 0.74%
6,085
+350
36
$1.33M 0.72%
5,729
-115
37
$1.29M 0.69%
13,837
-551
38
$1.28M 0.69%
2,706
+60
39
$1.24M 0.67%
10,126
40
$1.22M 0.66%
12,637
-389
41
$1.2M 0.65%
16,239
+173
42
$1.16M 0.63%
24,126
+2,745
43
$1.16M 0.63%
6,005
+40
44
$1.15M 0.62%
5,610
+41
45
$1.15M 0.62%
6,870
46
$1.13M 0.61%
12,923
+76
47
$1.11M 0.6%
53,641
-3,064
48
$1.11M 0.6%
1,962
+20
49
$1.1M 0.6%
4,890
-14
50
$1.1M 0.59%
5,300
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