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
$327M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.34M
3
+$3.99M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.71M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$3.43M

Top Sells

1
+$2.94M
2
+$1.19M
3
+$766K
4
INTC icon
Intel
INTC
+$608K
5
GEV icon
GE Vernova
GEV
+$507K

Sector Composition

1 Technology 11.65%
2 Industrials 9.67%
3 Consumer Discretionary 4.94%
4 Healthcare 4.77%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$348K 0.11%
+9,712
177
$346K 0.11%
+5,550
178
$343K 0.1%
+12,132
179
$329K 0.1%
14,462
-118
180
$328K 0.1%
3,317
-24
181
$320K 0.1%
+14,562
182
$317K 0.1%
3,169
-334
183
$317K 0.1%
13,959
+1,019
184
$315K 0.1%
768
185
$311K 0.1%
+5,158
186
$310K 0.09%
+23,467
187
$310K 0.09%
1,288
-30
188
$309K 0.09%
13,100
-85
189
$307K 0.09%
494
190
$302K 0.09%
3,688
-50
191
$301K 0.09%
3,036
192
$299K 0.09%
+2,595
193
$297K 0.09%
4,768
+958
194
$294K 0.09%
48,860
+24,240
195
$293K 0.09%
2,490
-1,295
196
$291K 0.09%
1,198
-76
197
$288K 0.09%
1,715
+145
198
$287K 0.09%
4,523
-51
199
$285K 0.09%
7,640
+194
200
$280K 0.09%
+1,589
6 7
8
9 10