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
$205M
AUM Growth
+$855K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.24M
3
+$478K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$393K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$381K

Top Sells

1
+$3.87M
2
+$1.65M
3
+$1.45M
4
PG icon
Procter & Gamble
PG
+$1.21M
5
DD icon
DuPont de Nemours
DD
+$418K

Sector Composition

1 Consumer Staples 7.1%
2 Technology 2.77%
3 Financials 2.26%
4 Energy 2.2%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,213
102
– –
-11,002
1 2 3 4
5