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
$239M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.92M
3
+$1.37M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$973K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$968K

Top Sells

1
+$2.5M
2
+$1.75M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$885K

Sector Composition

1 Technology 13.47%
2 Industrials 11.2%
3 Healthcare 5.5%
4 Consumer Discretionary 4.38%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$236K 0.1%
+2,588
177
$234K 0.1%
5,001
-745
178
$233K 0.1%
5,478
-56
179
$229K 0.1%
+8,878
180
$222K 0.09%
3,397
+53
181
$222K 0.09%
7,866
-1,259
182
$219K 0.09%
+2,786
183
$219K 0.09%
+1,442
184
$219K 0.09%
17,464
+6,943
185
$218K 0.09%
6,910
-79,225
186
$217K 0.09%
3,435
187
$217K 0.09%
5,629
188
$216K 0.09%
8,304
-28
189
$215K 0.09%
5,398
-782
190
$212K 0.09%
+5,748
191
$211K 0.09%
1,980
192
$210K 0.09%
+1,276
193
$210K 0.09%
+360
194
$209K 0.09%
+377
195
$205K 0.09%
+6,115
196
$204K 0.09%
+1,913
197
$202K 0.08%
+1,387
198
$200K 0.08%
+5,174
199
$190K 0.08%
11,730
-15,176
200
$138K 0.06%
22,353
+5,238
5 6 7
8
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