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
$273M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.02M
3
+$967K
4
INTC icon
Intel
INTC
+$712K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$687K

Top Sells

1
+$729K
2
+$609K
3
+$480K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$294K

Sector Composition

1 Technology 13.24%
2 Industrials 11.77%
3 Healthcare 5.31%
4 Consumer Discretionary 4.67%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.1%
2,844
+17
177
$281K 0.1%
3,536
-375
178
$280K 0.1%
3,363
+433
179
$275K 0.1%
3,720
+285
180
$274K 0.1%
3,005
-505
181
$274K 0.1%
3,810
+35
182
$273K 0.1%
23,657
183
$272K 0.1%
1,570
+294
184
$271K 0.1%
4,574
+68
185
$271K 0.1%
1,592
-32
186
$270K 0.1%
10,280
+1,402
187
$270K 0.1%
1,274
+5
188
$265K 0.1%
5,076
+75
189
$264K 0.1%
+6,619
190
$262K 0.1%
+967
191
$259K 0.1%
+3,534
192
$258K 0.09%
2,864
+78
193
$253K 0.09%
+800
194
$252K 0.09%
+1,430
195
$252K 0.09%
3,423
+26
196
$245K 0.09%
+4,653
197
$243K 0.09%
5,478
198
$238K 0.09%
2,714
+126
199
$237K 0.09%
8,050
+184
200
$231K 0.08%
2,128
+148
6 7
8
9 10