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
$227M
AUM Growth
-$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.11M
3
+$1.07M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.06M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$950K

Top Sells

1
+$3.68M
2
+$2.89M
3
+$2.4M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.16M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.97M

Sector Composition

1 Technology 11.73%
2 Industrials 10.85%
3 Healthcare 5.48%
4 Consumer Discretionary 4.27%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-31,924
202
– –
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203
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-18,894
204
– –
-30,505
205
– –
-13,577
206
– –
-13,818
207
– –
-5,919
208
– –
-57,320
209
– –
-20,409
210
– –
-12,917
5 6 7 8
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