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
$239M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.92M
3
+$1.37M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$973K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$968K

Top Sells

1
+$2.5M
2
+$1.75M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$885K

Sector Composition

1 Technology 13.47%
2 Industrials 11.2%
3 Healthcare 5.5%
4 Consumer Discretionary 4.38%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.52%
1,470
+92
52
$1.25M 0.52%
7,571
+184
53
$1.25M 0.52%
4,527
54
$1.24M 0.52%
8,480
+313
55
$1.21M 0.51%
42,687
+22,127
56
$1.21M 0.51%
10,986
+46
57
$1.18M 0.49%
6,481
+37
58
$1.14M 0.48%
39,811
+3,238
59
$1.13M 0.47%
14,104
-475
60
$1.1M 0.46%
55,126
+542
61
$1.1M 0.46%
20,732
-1,537
62
$1.06M 0.44%
4,964
63
$1.05M 0.44%
10,128
+405
64
$1.02M 0.43%
51,390
+2,308
65
$997K 0.42%
13,334
+2,292
66
$993K 0.42%
9,712
-731
67
$960K 0.4%
10,465
+2,524
68
$955K 0.4%
12,238
+208
69
$953K 0.4%
5,187
+187
70
$945K 0.4%
5,909
+128
71
$934K 0.39%
10,178
+1,840
72
$919K 0.38%
19,340
+1,120
73
$916K 0.38%
28,397
+10,606
74
$889K 0.37%
12,075
+569
75
$888K 0.37%
3,762
-4
1 2
3
4 5