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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$643K
3
+$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Top Sells

1
+$1.44M
2
+$661K
3
+$475K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$146K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.15%
4,759
127
$276K 0.15%
4,755
+302
128
$269K 0.15%
2,265
-187
129
$258K 0.14%
3,000
130
$249K 0.13%
3,989
131
$249K 0.13%
1,010
+1
132
$248K 0.13%
16,057
133
$248K 0.13%
2,400
+734
134
$244K 0.13%
16,240
135
$242K 0.13%
6,635
+48
136
$242K 0.13%
2,995
137
$240K 0.13%
2,069
+57
138
$239K 0.13%
1,700
139
$238K 0.13%
6,029
140
$230K 0.12%
3,764
141
$230K 0.12%
1,980
142
$229K 0.12%
+2,582
143
$227K 0.12%
15,646
+1,000
144
$225K 0.12%
1,684
-77
145
$215K 0.12%
996
+32
146
$172K 0.09%
27,978
147
$127K 0.07%
13,577
148
$98K 0.05%
4,795
149
$85K 0.05%
3,655
150
– –
-4,946
3 4 5
6
7