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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.39%
+6,000
77
$1.22M 0.37%
8,028
+19
78
$1.21M 0.37%
12,485
+1,140
79
$1.21M 0.37%
15,732
+537
80
$1.2M 0.37%
3,804
+266
81
$1.19M 0.36%
56,467
+1,620
82
$1.18M 0.36%
10,223
-83
83
$1.15M 0.35%
13,097
-984
84
$1.11M 0.34%
10,959
+2,391
85
$1.11M 0.34%
6,510
+281
86
$1.1M 0.34%
12,000
+316
87
$1.09M 0.33%
4,704
-200
88
$1.08M 0.33%
6,368
+249
89
$1.05M 0.32%
16,919
+6,877
90
$1.04M 0.32%
36,572
-1,278
91
$1.04M 0.32%
2,663
+359
92
$1.03M 0.32%
2,283
+91
93
$1.02M 0.31%
19,992
+4,219
94
$978K 0.3%
12,130
-107
95
$933K 0.29%
19,681
+207
96
$928K 0.28%
47,526
-1,510
97
$923K 0.28%
10,718
+1,607
98
$892K 0.27%
7,706
+115
99
$886K 0.27%
34,271
+595
100
$874K 0.27%
29,910
+6,223
2 3
4
5 6