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TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
+6.17%
1 Year Est. Return
+24.41%
3 Year Est. Return
+74.3%
5 Year Est. Return
+85.25%
10 Year Est. Return
–
AUM
$185M
AUM Growth
+$8.84M
Cap. Flow
+$222K
Cap. Flow %
0.12%
Top 10 Hldgs %
35.35%
Holding
151
New
1
Increased
67
Reduced
37
Closed
2

Top Buys

1
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$796K
2
GSK icon
GSK
GSK
+$606K
3
CTSH icon
Cognizant
CTSH
+$208K
4
VZ icon
Verizon
VZ
+$191K
5
INTC icon
Intel
INTC
+$160K

Top Sells

1
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.44M
2
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$661K
3
T icon
AT&T
T
+$478K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$141K

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
VSS icon
151
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
– –
-4,946
Closed -$661K
3 4 5 6
7

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SA
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JWM
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DCPAL
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MWC
MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return
CWA
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SWG
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SCP
Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return