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
$165M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.1M
3
+$1.89M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.54M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.35M

Top Sells

1
+$3.46M
2
+$751K
3
+$739K
4
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$519K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$491K

Sector Composition

1 Industrials 11.38%
2 Technology 10.18%
3 Healthcare 7.54%
4 Consumer Staples 6.19%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.15%
532
-437
152
$249K 0.15%
+6,004
153
$249K 0.15%
3,443
154
$248K 0.15%
2,726
155
$241K 0.15%
1,312
-194
156
$239K 0.15%
4,684
+654
157
$239K 0.15%
3,315
+9
158
$234K 0.14%
7,774
-850
159
$234K 0.14%
1,912
-361
160
$230K 0.14%
1,009
-707
161
$230K 0.14%
1,137
162
$228K 0.14%
4,261
-498
163
$225K 0.14%
5,433
-113
164
$224K 0.14%
2,372
-258
165
$218K 0.13%
2,898
-1,384
166
$216K 0.13%
305
-151
167
$210K 0.13%
1,381
-335
168
$209K 0.13%
+6,827
169
$209K 0.13%
1,980
-1
170
$202K 0.12%
+7,486
171
$201K 0.12%
+2,589
172
$201K 0.12%
+4,873
173
$201K 0.12%
1,203
-161
174
$201K 0.12%
+1,157
175
$200K 0.12%
+1,578
5 6
7
8 9