TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$900K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Industrials 11.71%
2 Technology 10.63%
3 Consumer Discretionary 4.47%
4 Healthcare 3.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.48%
17,144
+1,484
52
$2.06M 0.47%
8,525
-583
53
$2.05M 0.47%
14,440
-1,455
54
$1.91M 0.44%
48,198
-7,657
55
$1.89M 0.43%
14,974
-1,680
56
$1.88M 0.43%
39,137
+859
57
$1.82M 0.42%
2,391
-24
58
$1.82M 0.42%
41,439
-13,204
59
$1.78M 0.41%
38,166
-8,846
60
$1.76M 0.41%
12,210
+840
61
$1.76M 0.4%
6,242
+137
62
$1.76M 0.4%
8,143
+15
63
$1.75M 0.4%
26,494
-1,300
64
$1.73M 0.4%
25,326
+124
65
$1.73M 0.4%
1,870
-108
66
$1.73M 0.4%
40,336
-19
67
$1.72M 0.39%
4,912
-29
68
$1.64M 0.38%
31,736
-249
69
$1.64M 0.38%
34,945
+189
70
$1.63M 0.37%
8,913
+955
71
$1.59M 0.37%
8,600
-384
72
$1.59M 0.37%
21,758
-16,259
73
$1.59M 0.36%
7,179
-96
74
$1.56M 0.36%
18,464
-223
75
$1.56M 0.36%
26,187
-21,295
1 2
3
4 5