TCPWM
Traverso Chambers Private Wealth Management Portfolio holdings
AUM
$412M
This Quarter Return
-1.89%
1 Year Return
+13.66%
3 Year Return
+16.36%
5 Year Return
+50.75%
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(-0.52%)
Cap. Flow
+$7.62M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
56.82%
Holding
112
New
2
Increased
56
Reduced
16
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.72M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$437K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$284K |
| 4 |
Digital Realty Trust
DLR
|
$233K |
| 5 |
Intuitive Surgical
ISRG
|
$230K |
Sector Composition
| 1 | Consumer Staples | 5.04% |
| 2 | Technology | 3.94% |
| 3 | Financials | 3.02% |
| 4 | Healthcare | 1.71% |
| 5 | Industrials | 1.69% |
