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
$222M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.31M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.94M

Top Sells

1
+$15.5M
2
+$1.69M
3
+$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$825K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$824K

Sector Composition

1 Technology 11.17%
2 Industrials 9.77%
3 Healthcare 6.24%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$859K 0.39%
37,501
-52
77
$847K 0.38%
12,059
+661
78
$847K 0.38%
8,880
+704
79
$834K 0.38%
4,019
+205
80
$821K 0.37%
9,181
+316
81
$798K 0.36%
33,194
+68
82
$780K 0.35%
6,440
+361
83
$683K 0.31%
10,302
+361
84
$683K 0.31%
16,981
-248
85
$676K 0.31%
3,000
86
$668K 0.3%
6,822
+63
87
$661K 0.3%
6,369
-150
88
$655K 0.3%
43,304
+806
89
$643K 0.29%
1,194
-34
90
$642K 0.29%
29,310
+1,848
91
$641K 0.29%
19,158
+2
92
$626K 0.28%
4,650
-175
93
$624K 0.28%
7,154
+434
94
$609K 0.27%
2,122
-6
95
$607K 0.27%
1,781
96
$598K 0.27%
8,199
-161
97
$587K 0.26%
6,012
98
$585K 0.26%
11,547
+541
99
$580K 0.26%
11,271
-288
100
$567K 0.26%
8,198
+466
2 3
4
5 6