TCPWM

Traverso Chambers Private Wealth Management Portfolio holdings

AUM $412M
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.48%
2 Technology 2.58%
3 Energy 2.25%
4 Industrials 1.89%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19M 0.64%
+15,800
27
$1.13M 0.61%
+10,364
28
$1.05M 0.57%
+8,158
29
$1.01M 0.55%
+25,346
30
$991K 0.54%
+23,928
31
$962K 0.52%
+25,253
32
$894K 0.48%
+13,348
33
$852K 0.46%
+14,500
34
$850K 0.46%
+5,682
35
$832K 0.45%
+14,801
36
$754K 0.41%
+70,488
37
$734K 0.4%
+7,222
38
$724K 0.39%
+14,012
39
$695K 0.38%
+14,805
40
$668K 0.36%
+7,009
41
$648K 0.35%
+4,202
42
$626K 0.34%
+6,417
43
$618K 0.33%
+14,274
44
$611K 0.33%
+13,113
45
$605K 0.33%
+15,477
46
$541K 0.29%
+11,255
47
$531K 0.29%
+3,440
48
$500K 0.27%
+2,910
49
$490K 0.26%
+22,746
50
$465K 0.25%
+10,096