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
$235M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.99M
3
+$775K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$707K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$586K

Top Sells

1
+$6.93M
2
+$261K
3
+$215K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$162K
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$139K

Sector Composition

1 Consumer Staples 6.49%
2 Technology 2.8%
3 Financials 2.31%
4 Industrials 1.9%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.09%
+412
102
$169K 0.07%
3,033
-160
103
$168K 0.07%
10,600
-260
104
$125K 0.05%
+11,500
105
$45K 0.02%
12,264
106
– –
-10,033
107
– –
-4,280
1 2 3 4
5