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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.52%
8,808
+328
52
$1.37M 0.5%
28,267
-1,229
53
$1.36M 0.5%
8,009
+438
54
$1.34M 0.49%
23,289
+2,557
55
$1.32M 0.49%
11,263
+277
56
$1.31M 0.48%
13,589
-402
57
$1.28M 0.47%
37,292
+8,895
58
$1.27M 0.47%
54,847
-279
59
$1.26M 0.46%
31,732
+13
60
$1.23M 0.45%
5,908
+944
61
$1.22M 0.45%
11,345
+1,633
62
$1.22M 0.45%
4,527
63
$1.2M 0.44%
15,195
+1,861
64
$1.18M 0.43%
10,306
+178
65
$1.17M 0.43%
6,119
+932
66
$1.17M 0.43%
14,081
-23
67
$1.16M 0.42%
6,470
+1,516
68
$1.16M 0.42%
37,850
-1,961
69
$1.12M 0.41%
11,684
+1,506
70
$1.11M 0.41%
20,918
+1,578
71
$1.1M 0.4%
5,001
+2,852
72
$1.09M 0.4%
7,161
+680
73
$1.07M 0.39%
6,229
+320
74
$1.04M 0.38%
49,036
-2,354
75
$1.03M 0.38%
12,436
+198
1 2
3
4 5