TCPWM
Traverso Chambers Private Wealth Management Portfolio holdings
AUM
$412M
This Quarter Return
+8.08%
1 Year Return
+13.66%
3 Year Return
+16.36%
5 Year Return
+50.75%
10 Year Return
–
AUM
$412M
AUM Growth
+$412M
(+10%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
54.12%
Holding
124
New
10
Increased
44
Reduced
39
Closed
1
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$29.1M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$22.9M |
| 3 |
Apple
AAPL
|
$1.49M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$759K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$610K |
Top Sells
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Consumer Staples | 4.05% |
| 3 | Financials | 2.94% |
| 4 | Energy | 1.46% |
| 5 | Industrials | 1.43% |
