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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$457K 0.14%
5,941
+394
152
$454K 0.14%
15,286
+416
153
$453K 0.14%
+5,940
154
$451K 0.14%
17,322
+2,954
155
$443K 0.14%
841
+55
156
$441K 0.13%
5,834
+940
157
$441K 0.13%
8,480
+1,350
158
$436K 0.13%
1,304
+1
159
$436K 0.13%
5,117
+275
160
$434K 0.13%
5,860
-360
161
$425K 0.13%
8,539
+1,072
162
$423K 0.13%
6,833
-347
163
$417K 0.13%
8,151
-379
164
$404K 0.12%
7,728
-435
165
$401K 0.12%
4,031
166
$393K 0.12%
9,044
+87
167
$380K 0.12%
6,848
+2,056
168
$380K 0.12%
4,431
+1,717
169
$373K 0.11%
16,058
-7,005
170
$367K 0.11%
12,642
+426
171
$365K 0.11%
5,273
-75
172
$360K 0.11%
3,720
-325
173
$355K 0.11%
1,224
-19
174
$351K 0.11%
6,884
-500
175
$351K 0.11%
1,514
-521
5 6
7
8 9