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
$151M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.07M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.88M

Top Sells

1
+$870K
2
+$652K
3
+$229K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$200K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$116K

Sector Composition

1 Industrials 12.06%
2 Technology 10.79%
3 Consumer Staples 6.58%
4 Healthcare 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.28%
7,970
+907
102
$420K 0.28%
1,702
+477
103
$416K 0.28%
+11,326
104
$413K 0.27%
+11,304
105
$410K 0.27%
+3,556
106
$409K 0.27%
+5,819
107
$405K 0.27%
106,508
-17,085
108
$398K 0.26%
4,391
+1,976
109
$394K 0.26%
+3,520
110
$385K 0.26%
1,107
-219
111
$382K 0.25%
5,720
-797
112
$379K 0.25%
+5,427
113
$376K 0.25%
+4,549
114
$366K 0.24%
+13,435
115
$345K 0.23%
2,560
-59
116
$329K 0.22%
2,290
+631
117
$322K 0.21%
3,736
-385
118
$309K 0.21%
3,238
+817
119
$305K 0.2%
6,395
120
$295K 0.2%
6,523
121
$295K 0.2%
+4,182
122
$289K 0.19%
1,275
+54
123
$288K 0.19%
7,243
+1,816
124
$284K 0.19%
5,706
+140
125
$276K 0.18%
+8,596
2 3 4
5
6