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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$382K 0.14%
+7,130
152
$379K 0.14%
1,243
+38
153
$370K 0.14%
+951
154
$366K 0.13%
7,467
-120
155
$357K 0.13%
1,303
+207
156
$357K 0.13%
+3,341
157
$351K 0.13%
2,035
+365
158
$340K 0.12%
5,069
-334
159
$321K 0.12%
14,580
-1,517
160
$320K 0.12%
3,036
161
$318K 0.12%
13,185
162
$313K 0.11%
3,503
+37
163
$313K 0.11%
1,318
+3
164
$308K 0.11%
3,738
+1
165
$308K 0.11%
12,940
-15
166
$306K 0.11%
3,135
-1,465
167
$304K 0.11%
9,162
+2,252
168
$299K 0.11%
+7,232
169
$295K 0.11%
768
-2
170
$293K 0.11%
+10,000
171
$293K 0.11%
+4,792
172
$289K 0.11%
494
-9
173
$288K 0.11%
7,446
+1,698
174
$286K 0.1%
9,671
-1,032
175
$285K 0.1%
+7,025
5 6
7
8 9