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
51
$1.06M 0.57%
20,401
+3,653
52
$1.04M 0.56%
25,943
+2,507
53
$1.01M 0.55%
4,484
+608
54
$995K 0.54%
19,326
+3,129
55
$995K 0.54%
15,705
+373
56
$969K 0.52%
9,396
-254
57
$966K 0.52%
17,519
+11,653
58
$935K 0.5%
4,574
59
$922K 0.5%
5,156
+373
60
$906K 0.49%
4,796
-185
61
$898K 0.48%
10,558
+101
62
$891K 0.48%
18,252
-924
63
$838K 0.45%
4,019
+32
64
$797K 0.43%
6,485
+60
65
$794K 0.43%
42,718
-25,581
66
$776K 0.42%
8,034
+87
67
$765K 0.41%
10,074
+106
68
$757K 0.41%
3,760
69
$748K 0.4%
35,993
70
$724K 0.39%
12,689
+1,069
71
$710K 0.38%
11,758
+52
72
$708K 0.38%
4,245
73
$691K 0.37%
25,138
+1,424
74
$690K 0.37%
1,662
75
$682K 0.37%
16,410
-25
1 2
3
4 5