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
$238M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$3.69M
3
+$1.42M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$713K

Top Sells

1
+$8.33M
2
+$2.91M
3
+$1.06M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$624K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$495K

Sector Composition

1 Consumer Staples 5.9%
2 Technology 3.31%
3 Financials 1.9%
4 Healthcare 1.7%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,796
102
– –
-175,909
103
– –
-3,770
104
– –
-6,424
1 2 3 4
5