TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
+7.39%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$222M
AUM Growth
+$17M
(+8.3%)
Cap. Flow
+$6.48M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
32.1%
Holding
196
New
19
Increased
87
Reduced
57
Closed
11
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.99M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.31M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.1M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$2.08M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.94M |
Top Sells
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Industrials | 9.77% |
| 3 | Healthcare | 6.24% |
| 4 | Consumer Staples | 4.41% |
| 5 | Consumer Discretionary | 3.61% |
