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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$864K 0.26%
8,088
+775
102
$843K 0.26%
14,903
-745
103
$838K 0.26%
116,437
-4,700
104
$799K 0.24%
2,355
+117
105
$785K 0.24%
9,922
+1
106
$782K 0.24%
32,501
+2,691
107
$773K 0.24%
7,023
+2,033
108
$773K 0.24%
15,116
-885
109
$748K 0.23%
33,685
+4,474
110
$745K 0.23%
5,141
+499
111
$729K 0.22%
8,353
+882
112
$720K 0.22%
7,097
-183
113
$692K 0.21%
4,190
-2,360
114
$689K 0.21%
5,702
+1,750
115
$667K 0.2%
19,529
+8,779
116
$660K 0.2%
6,131
+412
117
$657K 0.2%
24,768
+6,467
118
$655K 0.2%
20,262
+10,262
119
$647K 0.2%
17,399
-2,771
120
$640K 0.2%
11,157
-1,612
121
$636K 0.19%
3,337
+55
122
$623K 0.19%
2,779
123
$612K 0.19%
3,762
124
$601K 0.18%
7,042
-527
125
$580K 0.18%
+10,089
3 4
5
6 7