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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.37%
+43,544
77
$1.01M 0.37%
2,192
+85
78
$1M 0.37%
12,237
+162
79
$973K 0.36%
3,538
+681
80
$959K 0.35%
40,874
+30,366
81
$944K 0.35%
19,474
+389
82
$934K 0.34%
2,304
+268
83
$920K 0.34%
7,591
+445
84
$874K 0.32%
9,111
-194
85
$870K 0.32%
4,904
-175
86
$867K 0.32%
33,676
+34
87
$853K 0.31%
7,280
+382
88
$846K 0.31%
16,001
+362
89
$826K 0.3%
7,313
+207
90
$820K 0.3%
8,568
+4,100
91
$818K 0.3%
6,550
-850
92
$810K 0.3%
15,648
+235
93
$791K 0.29%
20,170
-1,667
94
$780K 0.29%
15,773
+5,716
95
$760K 0.28%
3,762
96
$756K 0.28%
12,769
+213
97
$737K 0.27%
121,137
+4,230
98
$733K 0.27%
7,471
-2,994
99
$730K 0.27%
29,810
100
$730K 0.27%
6,425
+309
2 3
4
5 6