TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
+9.58%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$165M
AUM Growth
+$14.7M
(+9.8%)
Cap. Flow
+$2.91M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
205
New
26
Increased
45
Reduced
84
Closed
24
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.61M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$2.1M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.89M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.54M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.35M |
Top Sells
Sector Composition
| 1 | Industrials | 11.38% |
| 2 | Technology | 10.18% |
| 3 | Healthcare | 7.54% |
| 4 | Consumer Staples | 6.19% |
| 5 | Financials | 3.99% |
