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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.92%
16,552
+12
27
$2.43M 0.89%
8,598
-66
28
$2.27M 0.83%
33,672
+3,372
29
$2.22M 0.81%
10,529
+999
30
$2.2M 0.81%
12,931
+391
31
$2.2M 0.81%
13,282
+984
32
$2.16M 0.79%
16,001
+331
33
$2.12M 0.78%
2,394
+35
34
$1.98M 0.73%
54,467
+8,368
35
$1.97M 0.72%
15,630
-961
36
$1.94M 0.71%
24,061
+233
37
$1.8M 0.66%
11,556
+498
38
$1.78M 0.65%
5,518
+228
39
$1.68M 0.62%
2,943
+228
40
$1.66M 0.61%
12,964
-79
41
$1.66M 0.61%
53,903
+11,216
42
$1.64M 0.6%
56,428
-2,511
43
$1.6M 0.59%
46,034
+6,155
44
$1.58M 0.58%
42,376
+468
45
$1.53M 0.56%
34,027
+495
46
$1.5M 0.55%
54,694
+1,004
47
$1.5M 0.55%
7,248
+162
48
$1.49M 0.55%
20,746
-498
49
$1.46M 0.54%
1,651
+181
50
$1.46M 0.53%
13,395
+169
1
2
3 4 5