TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
+8.31%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$205M
AUM Growth
+$40M
(+24%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
13.52%
Top 10 Holdings %
Top 10 Hldgs %
40.26%
Holding
197
New
16
Increased
64
Reduced
81
Closed
20
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$28M |
| 2 |
GE HealthCare
GEHC
|
$2.48M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$834K |
| 4 |
iShares Gold Trust
IAU
|
$825K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$588K |
Top Sells
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Industrials | 9.69% |
| 3 | Healthcare | 6.51% |
| 4 | Consumer Staples | 5.02% |
| 5 | Consumer Discretionary | 3.33% |
