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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.5%
12,659
-2,971
52
$1.61M 0.49%
1,759
+108
53
$1.61M 0.49%
7,129
-119
54
$1.59M 0.49%
11,758
+202
55
$1.56M 0.48%
6,002
+484
56
$1.54M 0.47%
44,043
+6,751
57
$1.52M 0.46%
+18,135
58
$1.49M 0.46%
13,531
+136
59
$1.49M 0.46%
+19,350
60
$1.49M 0.45%
+12,030
61
$1.45M 0.44%
43,797
+1,421
62
$1.45M 0.44%
55,495
-933
63
$1.44M 0.44%
12,891
-698
64
$1.43M 0.44%
20,400
-346
65
$1.42M 0.43%
35,546
+1,519
66
$1.4M 0.43%
30,055
+1,788
67
$1.38M 0.42%
31,340
-392
68
$1.36M 0.42%
7,634
+1,164
69
$1.35M 0.41%
11,198
-65
70
$1.35M 0.41%
9,352
+544
71
$1.35M 0.41%
6,693
+785
72
$1.35M 0.41%
7,608
+447
73
$1.33M 0.41%
22,538
+1,620
74
$1.32M 0.4%
25,253
+1,964
75
$1.32M 0.4%
4,609
+82
1 2
3
4 5