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
$151M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.07M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.88M

Top Sells

1
+$870K
2
+$652K
3
+$229K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$200K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$116K

Sector Composition

1 Industrials 12.06%
2 Technology 10.79%
3 Consumer Staples 6.58%
4 Healthcare 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.57%
17,999
+12,710
52
$847K 0.56%
+5,200
53
$833K 0.55%
+15,961
54
$817K 0.54%
+4,574
55
$815K 0.54%
+3,717
56
$799K 0.53%
9,577
+2,407
57
$792K 0.53%
11,198
+859
58
$755K 0.5%
+14,244
59
$751K 0.5%
+1,898
60
$747K 0.5%
+4,849
61
$743K 0.49%
13,227
+2,967
62
$742K 0.49%
9,537
-247
63
$678K 0.45%
3,904
+1,027
64
$654K 0.43%
14,376
+623
65
$647K 0.43%
11,552
-2,080
66
$643K 0.43%
+7,277
67
$635K 0.42%
+9,413
68
$624K 0.41%
+4,038
69
$621K 0.41%
16,510
+1,272
70
$621K 0.41%
+5,887
71
$599K 0.4%
2,640
+1,000
72
$598K 0.4%
7,010
+691
73
$595K 0.39%
6,000
74
$589K 0.39%
41,233
+4,471
75
$583K 0.39%
+4,499
1 2
3
4 5