TWP

Tempus Wealth Planning Portfolio holdings

AUM $436M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
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
+$2.86M
2
+$1.04M
3
+$1.03M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.01M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$949K

Top Sells

1
+$3.67M
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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202
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204
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205
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-5,919
206
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207
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-20,409
208
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-12,917
209
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-2,182
210
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-18,894
5 6 7 8
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