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
$222M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.31M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.94M

Top Sells

1
+$15.5M
2
+$1.69M
3
+$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$825K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$824K

Sector Composition

1 Technology 11.17%
2 Industrials 9.77%
3 Healthcare 6.24%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$549K 0.25%
3,715
-637
102
$530K 0.24%
8,289
-9
103
$512K 0.23%
5,487
+970
104
$503K 0.23%
19,478
-30,979
105
$500K 0.23%
5,104
+51
106
$489K 0.22%
58,302
-5,335
107
$486K 0.22%
3,206
-171
108
$470K 0.21%
16,989
+1,036
109
$467K 0.21%
2,750
110
$450K 0.2%
6,748
+1,587
111
$447K 0.2%
1,818
+67
112
$444K 0.2%
13,158
+1,082
113
$439K 0.2%
4,236
114
$434K 0.2%
6,275
-135
115
$433K 0.2%
4,040
+3
116
$420K 0.19%
17,070
+1,502
117
$420K 0.19%
3,887
-4
118
$414K 0.19%
4,391
119
$404K 0.18%
9,849
+100
120
$400K 0.18%
11,873
-764
121
$397K 0.18%
+3,852
122
$392K 0.18%
1,361
-81
123
$386K 0.17%
4,763
-122
124
$384K 0.17%
8,586
+2,956
125
$383K 0.17%
8,438
+124
3 4
5
6 7