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

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

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
26
$2.94M 0.9%
158,891
+4,665
27
$2.88M 0.88%
121,586
+1,733
28
$2.88M 0.88%
15,193
+1,911
29
$2.8M 0.85%
34,539
+22,103
30
$2.77M 0.85%
95,559
-9,143
31
$2.67M 0.81%
11,121
+592
32
$2.62M 0.8%
16,405
-147
33
$2.6M 0.79%
+38,780
34
$2.53M 0.77%
+25,660
35
$2.48M 0.76%
54,830
+277
36
$2.47M 0.76%
8,536
-62
37
$2.46M 0.75%
98,285
-5,057
38
$2.4M 0.73%
30,694
-198
39
$2.21M 0.68%
24,489
+428
40
$2.2M 0.67%
+110,400
41
$2.19M 0.67%
13,165
+234
42
$2.14M 0.66%
16,334
+333
43
$2.12M 0.65%
2,750
+356
44
$1.88M 0.57%
63,438
+9,535
45
$1.84M 0.56%
3,147
+204
46
$1.81M 0.55%
48,735
+2,701
47
$1.75M 0.54%
65,072
+10,378
48
$1.71M 0.52%
7,731
+2,730
49
$1.68M 0.51%
+27,700
50
$1.64M 0.5%
12,863
-101
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2
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