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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$719K 0.26%
9,921
-29
102
$714K 0.26%
23,687
+6,472
103
$684K 0.25%
4,642
+1,101
104
$675K 0.25%
29,211
+6,346
105
$670K 0.25%
5,719
+129
106
$648K 0.24%
2,238
+166
107
$648K 0.24%
3,952
+63
108
$626K 0.23%
10,042
+2,984
109
$607K 0.22%
57,342
-47
110
$598K 0.22%
15,526
-67
111
$596K 0.22%
3,018
+151
112
$591K 0.22%
7,569
-1,986
113
$578K 0.21%
19,808
-122
114
$558K 0.2%
23,802
-1,639
115
$557K 0.2%
2,779
116
$557K 0.2%
952
+172
117
$552K 0.2%
+4,990
118
$549K 0.2%
3,282
-19
119
$540K 0.2%
11,922
+4
120
$537K 0.2%
+23,063
121
$536K 0.2%
2,207
+61
122
$530K 0.19%
10,086
123
$530K 0.19%
18,301
+604
124
$504K 0.18%
862
+78
125
$483K 0.18%
8,530
-1,843
3 4
5
6 7