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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$643K
3
+$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Top Sells

1
+$1.44M
2
+$661K
3
+$475K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$146K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681K 0.37%
5,011
+57
77
$670K 0.36%
8,743
-794
78
$654K 0.35%
2,605
+63
79
$623K 0.34%
3,000
80
$616K 0.33%
45,558
+861
81
$611K 0.33%
2,212
82
$607K 0.33%
10,294
+54
83
$606K 0.33%
8,319
+666
84
$599K 0.32%
6,959
-272
85
$579K 0.31%
4,273
-9
86
$576K 0.31%
9,854
+629
87
$575K 0.31%
4,340
88
$570K 0.31%
6,000
89
$567K 0.31%
1,935
+144
90
$564K 0.3%
12,000
-35
91
$544K 0.29%
8,199
92
$532K 0.29%
1,780
93
$528K 0.28%
6,869
94
$527K 0.28%
1,567
+155
95
$502K 0.27%
4,281
+76
96
$487K 0.26%
2,799
-178
97
$472K 0.25%
3,000
98
$469K 0.25%
2,165
99
$465K 0.25%
3,977
+90
100
$454K 0.24%
8,598
-1,122
2 3
4
5 6