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
$165M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.1M
3
+$1.89M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.54M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.35M

Top Sells

1
+$3.46M
2
+$751K
3
+$739K
4
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$519K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$491K

Sector Composition

1 Industrials 11.38%
2 Technology 10.18%
3 Healthcare 7.54%
4 Consumer Staples 6.19%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.28%
+22,914
102
$452K 0.27%
3,672
+526
103
$451K 0.27%
4,112
-1,266
104
$427K 0.26%
11,401
-5,096
105
$423K 0.26%
3,837
106
$419K 0.25%
5,158
+199
107
$418K 0.25%
3,472
+1,345
108
$410K 0.25%
3,891
-4
109
$403K 0.25%
5,663
+337
110
$402K 0.24%
11,749
-55
111
$396K 0.24%
1,710
-101
112
$395K 0.24%
4,391
113
$391K 0.24%
13,821
+2,727
114
$359K 0.22%
16,122
-23,271
115
$357K 0.22%
7,251
-3,362
116
$355K 0.22%
2,750
-86
117
$352K 0.21%
7,119
118
$352K 0.21%
+31,475
119
$341K 0.21%
3,200
-118
120
$338K 0.21%
1,283
121
$337K 0.2%
+20,140
122
$318K 0.19%
3,830
-762
123
$317K 0.19%
4,210
-139
124
$308K 0.19%
13,435
125
$307K 0.19%
884
-505
3 4
5
6 7