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
$185M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$643K
3
+$229K
4
VZ icon
Verizon
VZ
+$190K
5
INTC icon
Intel
INTC
+$161K

Top Sells

1
+$1.44M
2
+$661K
3
+$475K
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$211K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$146K

Sector Composition

1 Technology 11.57%
2 Industrials 9.51%
3 Healthcare 6.71%
4 Consumer Staples 6.19%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 7.46%
274,575
-4,193
2
$8.96M 4.83%
152,152
-80
3
$7.79M 4.2%
23,175
+45
4
$7.43M 4.01%
41,846
+33
5
$6.9M 3.72%
226,821
-1,656
6
$5.76M 3.11%
182,864
-496
7
$4.51M 2.44%
67,215
+596
8
$3.5M 1.89%
32,198
+670
9
$3.46M 1.87%
8,705
-69
10
$3.37M 1.82%
7,074
11
$3.11M 1.68%
27,768
+492
12
$2.93M 1.58%
99,032
+246
13
$2.76M 1.49%
16,143
+202
14
$2.69M 1.45%
11,145
+189
15
$2.56M 1.38%
17,061
+658
16
$2.44M 1.32%
66,973
-1,584
17
$2.35M 1.27%
43,454
+14,862
18
$2.3M 1.24%
55,385
-1,300
19
$2.29M 1.23%
38,741
-326
20
$2.22M 1.2%
64,248
-50
21
$2.05M 1.11%
24,485
-1,749
22
$2.02M 1.09%
52,052
+1,053
23
$1.93M 1.04%
16,794
24
$1.92M 1.03%
78,390
-598
25
$1.9M 1.03%
11,420
+160
1
2 3 4 5