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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.17%
17,623
+3,658
127
$470K 0.17%
3,785
-100
128
$469K 0.17%
1,819
+93
129
$469K 0.17%
8,163
+602
130
$467K 0.17%
7,180
+36
131
$459K 0.17%
6,266
-160
132
$459K 0.17%
16,483
+3,613
133
$458K 0.17%
14,368
+584
134
$444K 0.16%
1,989
+242
135
$443K 0.16%
14,870
-90
136
$441K 0.16%
2,234
+536
137
$433K 0.16%
4,894
+925
138
$430K 0.16%
4,031
139
$428K 0.16%
5,547
+716
140
$424K 0.16%
4,842
+643
141
$418K 0.15%
+30,916
142
$410K 0.15%
4,045
-72
143
$404K 0.15%
8,957
+707
144
$404K 0.15%
10,750
+2,862
145
$403K 0.15%
6,220
+476
146
$394K 0.14%
12,216
-78
147
$390K 0.14%
5,348
+741
148
$388K 0.14%
786
+62
149
$387K 0.14%
6,171
-87
150
$384K 0.14%
7,384
-1,927
4 5
6
7 8