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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$802K
2 +$643K
3 +$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,530