TWP

Tempus Wealth Planning Portfolio holdings

AUM $435M
1-Year Est. Return 24.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.87M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$900K

Top Sells

1
+$1.24M
2
+$1.22M
3
+$1.22M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Industrials 11.71%
2 Technology 10.63%
3 Consumer Discretionary 4.47%
4 Healthcare 3.85%
5 Financials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$513K 0.12%
+20,191
177
$513K 0.12%
7,352
+328
178
$511K 0.12%
17,537
+2,127
179
$503K 0.12%
26,825
+4,545
180
$500K 0.11%
15,334
+248
181
$499K 0.11%
+58,943
182
$487K 0.11%
54,313
+1,044
183
$479K 0.11%
17,277
-7,568
184
$471K 0.11%
943
-213
185
$467K 0.11%
4,908
+850
186
$453K 0.1%
5,527
187
$451K 0.1%
4,832
+680
188
$444K 0.1%
7,297
+1,229
189
$438K 0.1%
770
-59
190
$431K 0.1%
4,185
+154
191
$430K 0.1%
5,907
+2,197
192
$421K 0.1%
113,687
-500
193
$415K 0.1%
1,257
+162
194
$410K 0.09%
6,187
+1,415
195
$409K 0.09%
14,498
+3
196
$402K 0.09%
3,992
+86
197
$400K 0.09%
+10,708
198
$399K 0.09%
+12,659
199
$395K 0.09%
1,298
+73
200
$392K 0.09%
1,200
+40
6 7
8
9 10