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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.17%
2 Healthcare 5.09%
3 Technology 4.07%
4 Consumer Staples 3.33%
5 Financials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$9K 0.01%
+2,065