TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
This Quarter Return
+4.99%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+60%)
Cap. Flow
+$52.4M
Cap. Flow
% of AUM
34.8%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
148
New
51
Increased
67
Reduced
15
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$3.46M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.07M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.22M |
| 4 |
Microsoft
MSFT
|
$1.99M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.88M |
Top Sells
Sector Composition
| 1 | Industrials | 12.06% |
| 2 | Technology | 10.79% |
| 3 | Consumer Staples | 6.58% |
| 4 | Healthcare | 6.28% |
| 5 | Consumer Discretionary | 6% |
