TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
-1.64%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$335M
AUM Growth
+$7.43M
(+2.3%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
24.96%
Holding
275
New
28
Increased
135
Reduced
65
Closed
23
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$1.82M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$1.72M |
| 3 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
$1.32M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.27M |
| 5 |
Ares Capital
ARCC
|
$1.19M |
Top Sells
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Industrials | 10.22% |
| 3 | Healthcare | 5.05% |
| 4 | Consumer Discretionary | 4.2% |
| 5 | Financials | 3.7% |
