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
$222M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.31M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.94M

Top Sells

1
+$15.5M
2
+$1.69M
3
+$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$825K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$824K

Sector Composition

1 Technology 11.17%
2 Industrials 9.77%
3 Healthcare 6.24%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.54%
9,909
+2
52
$1.18M 0.53%
5,601
-40
53
$1.18M 0.53%
22,491
+804
54
$1.17M 0.53%
10,370
-10
55
$1.17M 0.53%
6,767
-21
56
$1.16M 0.52%
5,218
+175
57
$1.15M 0.52%
13,640
+282
58
$1.14M 0.51%
35,230
+3,006
59
$1.1M 0.49%
10,375
-25
60
$1.09M 0.49%
12,176
+77
61
$1.08M 0.49%
9,372
-216
62
$1.06M 0.48%
+45,199
63
$1.05M 0.48%
21,541
-931
64
$1.04M 0.47%
20,086
+676
65
$1.04M 0.47%
2,209
+25
66
$1.01M 0.46%
5,582
+312
67
$1.01M 0.45%
+15,085
68
$1M 0.45%
27,295
-9,850
69
$995K 0.45%
7,547
+131
70
$977K 0.44%
6,762
71
$940K 0.42%
48,121
+4,291
72
$907K 0.41%
3,465
+440
73
$888K 0.4%
10,475
+554
74
$883K 0.4%
2,842
-75
75
$874K 0.39%
5,554
-235
1 2
3
4 5