TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$900K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Industrials 11.71%
2 Technology 10.63%
3 Consumer Discretionary 4.47%
4 Healthcare 3.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.35%
10,565
-326
77
$1.53M 0.35%
11,962
-97
78
$1.5M 0.34%
10,609
-1,654
79
$1.49M 0.34%
55,457
+637
80
$1.49M 0.34%
69,099
+4,357
81
$1.46M 0.34%
11,057
-1,467
82
$1.46M 0.34%
6,000
83
$1.46M 0.34%
4,279
+75
84
$1.45M 0.33%
60,468
85
$1.41M 0.32%
30,111
+10,000
86
$1.38M 0.32%
15,643
-762
87
$1.37M 0.31%
8,199
+131
88
$1.36M 0.31%
39,820
+577
89
$1.35M 0.31%
18,334
-571
90
$1.3M 0.3%
+42,357
91
$1.29M 0.3%
3,188
-240
92
$1.29M 0.3%
3,623
-3,832
93
$1.24M 0.28%
21,510
+947
94
$1.24M 0.28%
19,025
+7,824
95
$1.23M 0.28%
10,715
-235
96
$1.22M 0.28%
6,500
-116
97
$1.2M 0.27%
18,350
-708
98
$1.19M 0.27%
5,161
+624
99
$1.16M 0.27%
20,925
+6,851
100
$1.15M 0.27%
11,000
2 3
4
5 6