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
$165M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.1M
3
+$1.89M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.54M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.35M

Top Sells

1
+$3.46M
2
+$751K
3
+$739K
4
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$519K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$491K

Sector Composition

1 Industrials 11.38%
2 Technology 10.18%
3 Healthcare 7.54%
4 Consumer Staples 6.19%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.19%
1,476
-931
127
$307K 0.19%
3,091
128
$303K 0.18%
+12,814
129
$302K 0.18%
+9,593
130
$299K 0.18%
1,308
+213
131
$295K 0.18%
7,616
-1,054
132
$288K 0.18%
+20,000
133
$288K 0.17%
4,666
-2,745
134
$286K 0.17%
+4,556
135
$279K 0.17%
6,211
+1,286
136
$279K 0.17%
6,096
137
$277K 0.17%
7,050
-830
138
$276K 0.17%
6,551
-4,415
139
$275K 0.17%
+8,375
140
$274K 0.17%
5,350
-595
141
$272K 0.17%
+1,603
142
$267K 0.16%
+2,278
143
$266K 0.16%
2,952
-948
144
$257K 0.16%
10,436
-673
145
$257K 0.16%
+4,838
146
$256K 0.16%
1,562
-1,726
147
$256K 0.16%
+9,884
148
$254K 0.15%
5,577
-886
149
$254K 0.15%
1,800
+32
150
$250K 0.15%
471
-82
4 5
6
7 8