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
$199M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$1.01M
3
+$841K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$828K
5
ENB icon
Enbridge
ENB
+$799K

Top Sells

1
+$2.91M
2
+$2.26M
3
+$2.1M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.08M
5
LMT icon
Lockheed Martin
LMT
+$2.01M

Sector Composition

1 Technology 10.36%
2 Industrials 8.55%
3 Healthcare 5.05%
4 Consumer Discretionary 4.04%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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