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
$222M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.31M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.94M

Top Sells

1
+$15.5M
2
+$1.69M
3
+$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$825K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$824K

Sector Composition

1 Technology 11.17%
2 Industrials 9.77%
3 Healthcare 6.24%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$380K 0.17%
2,332
-1
127
$373K 0.17%
1,251
128
$367K 0.17%
8,886
+60
129
$359K 0.16%
22,497
-1,544
130
$352K 0.16%
5,676
+50
131
$348K 0.16%
4,188
+57
132
$339K 0.15%
5,980
+1,558
133
$328K 0.15%
7,677
+71
134
$320K 0.14%
4,310
+273
135
$317K 0.14%
13,435
136
$313K 0.14%
6,933
+659
137
$310K 0.14%
13,630
+2,785
138
$310K 0.14%
12,270
+1,298
139
$304K 0.14%
1,704
+221
140
$301K 0.14%
3,041
141
$294K 0.13%
3,886
-241
142
$285K 0.13%
1,200
+230
143
$282K 0.13%
1,274
+14
144
$279K 0.13%
6,165
+1
145
$279K 0.13%
2,149
+29
146
$274K 0.12%
10,438
+84
147
$271K 0.12%
10,108
+1,063
148
$269K 0.12%
2,360
149
$263K 0.12%
+5,336
150
$261K 0.12%
3,915
+466
4 5
6
7 8