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
$222M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.31M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.94M

Top Sells

1
+$15.5M
2
+$1.69M
3
+$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$825K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$824K

Sector Composition

1 Technology 11.17%
2 Industrials 9.77%
3 Healthcare 6.24%
4 Consumer Staples 4.41%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.12%
4,282
-499
152
$257K 0.12%
+2,347
153
$256K 0.12%
2,590
154
$253K 0.11%
2,536
-124
155
$252K 0.11%
6,427
+11
156
$250K 0.11%
2,833
-336
157
$248K 0.11%
6,957
-12,288
158
$248K 0.11%
2,271
-240
159
$247K 0.11%
2,238
160
$246K 0.11%
6,860
+1,108
161
$246K 0.11%
4,720
-777
162
$244K 0.11%
2,266
-573
163
$243K 0.11%
2,198
+114
164
$237K 0.11%
1,772
165
$236K 0.11%
4,438
+638
166
$234K 0.11%
5,093
-8,008
167
$227K 0.1%
8,940
-725
168
$225K 0.1%
5,289
-727
169
$225K 0.1%
+6,251
170
$222K 0.1%
+1,648
171
$221K 0.1%
563
-165
172
$211K 0.1%
1,980
173
$209K 0.09%
+6,767
174
$209K 0.09%
9,616
175
$209K 0.09%
+8,219
4 5 6
7
8