TWP
Tempus Wealth Planning Portfolio holdings
AUM
$401M
1-Year Return
20.4%
This Quarter Return
+8.42%
1 Year Return
+20.4%
3 Year Return
+75.23%
5 Year Return
+107.74%
10 Year Return
–
AUM
$227M
AUM Growth
-$491K
(-0.22%)
Cap. Flow
-$13.8M
Cap. Flow
% of AUM
-6.06%
Top 10 Holdings %
Top 10 Hldgs %
32.36%
Holding
211
New
19
Increased
89
Reduced
62
Closed
20
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.87M |
| 2 |
Capital Group Growth ETF
CGGR
|
$1.11M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.07M |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
$1.06M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$950K |
Top Sells
| 1 |
GE Aerospace
GE
|
$11.6M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$3.68M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.89M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$2.4M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.16M |
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Healthcare | 5.48% |
| 3 | Consumer Discretionary | 4.27% |
| 4 | Industrials | 3.82% |
| 5 | Financials | 3.52% |
