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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$643K
3
+$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Top Sells

1
+$1.44M
2
+$661K
3
+$475K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$146K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$447K 0.24%
4,289
-415
102
$442K 0.24%
11,326
103
$431K 0.23%
4,391
104
$430K 0.23%
6,460
+99
105
$430K 0.23%
3,765
+229
106
$420K 0.23%
1,156
+29
107
$419K 0.23%
2,560
108
$405K 0.22%
5,095
-340
109
$399K 0.22%
3,563
+177
110
$389K 0.21%
1,104
-12
111
$375K 0.2%
4,612
112
$370K 0.2%
2,156
+181
113
$364K 0.2%
13,435
114
$344K 0.19%
1,283
115
$341K 0.18%
5,477
-243
116
$340K 0.18%
2,561
+373
117
$327K 0.18%
4,536
-150
118
$324K 0.17%
2,456
+70
119
$320K 0.17%
3,736
120
$317K 0.17%
4,759
+981
121
$313K 0.17%
6,615
122
$312K 0.17%
1,656
+20
123
$310K 0.17%
6,456
-25
124
$292K 0.16%
1,083
+30
125
$282K 0.15%
12,484
3 4
5
6 7