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
201
$277K 0.08%
3,080
+236
202
$276K 0.08%
3,363
203
$275K 0.08%
+8,784
204
$268K 0.08%
2,938
-197
205
$265K 0.08%
6,739
-286
206
$265K 0.08%
+5,538
207
$262K 0.08%
+1,420
208
$259K 0.08%
+27,523
209
$253K 0.08%
6,298
-321
210
$251K 0.08%
23,657
211
$251K 0.08%
1,431
+1
212
$249K 0.08%
+8,602
213
$240K 0.07%
+21,320
214
$240K 0.07%
+824
215
$238K 0.07%
3,731
+11
216
$237K 0.07%
5,577
+99
217
$233K 0.07%
+7,429
218
$232K 0.07%
8,920
+870
219
$231K 0.07%
+3,291
220
$230K 0.07%
8,919
+737
221
$230K 0.07%
8,558
+2,891
222
$229K 0.07%
1,489
-103
223
$227K 0.07%
2,840
-24
224
$227K 0.07%
2,128
225
$224K 0.07%
+3,258
7 8
9
10 11