TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
This Quarter Return
+6.17%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+5%)
Cap. Flow
+$255K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
35.35%
Holding
151
New
1
Increased
67
Reduced
36
Closed
2
Top Buys
| 1 |
SPDR S&P Global Natural Resources ETF
GNR
|
$802K |
| 2 |
GSK
GSK
|
$643K |
| 3 |
Cognizant
CTSH
|
$229K |
| 4 |
Verizon
VZ
|
$190K |
| 5 |
Intel
INTC
|
$161K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.63B
| – | – |
-4,946
| Closed | -$661K |
|