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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$578K 0.18%
15,071
+7,839
127
$575K 0.18%
5,783
-642
128
$567K 0.17%
11,734
-188
129
$564K 0.17%
+10,000
130
$557K 0.17%
2,917
+683
131
$554K 0.17%
+3,706
132
$554K 0.17%
16,138
+612
133
$548K 0.17%
3,086
+68
134
$542K 0.17%
20,362
+554
135
$541K 0.17%
56,683
-659
136
$539K 0.16%
10,086
137
$538K 0.16%
+2,557
138
$535K 0.16%
7,882
+4,348
139
$534K 0.16%
2,207
140
$519K 0.16%
19,040
+2,557
141
$517K 0.16%
20,053
+2,430
142
$508K 0.16%
1,045
+93
143
$507K 0.16%
1,003
+141
144
$504K 0.15%
21,944
-1,858
145
$500K 0.15%
2,180
+191
146
$495K 0.15%
7,733
+1,562
147
$492K 0.15%
2,225
+406
148
$488K 0.15%
1,123
+172
149
$472K 0.14%
14,998
+5,836
150
$464K 0.14%
6,266
4 5
6
7 8