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
$259M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.17M
3
+$2.61M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.18M
5
AMZN icon
Amazon
AMZN
+$690K

Top Sells

1
+$1.32M
2
+$1.02M
3
+$752K
4
PG icon
Procter & Gamble
PG
+$374K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$209K

Sector Composition

1 Consumer Staples 5.81%
2 Technology 3.66%
3 Financials 1.86%
4 Healthcare 1.67%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.08%
+2,720
102
$146K 0.06%
3,248
103
$102K 0.04%
+10,875
104
$100K 0.04%
3,215
+121
105
$99K 0.04%
10,600
106
– –
-2,067
1 2 3 4
5