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
$317M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.79M
3
+$1.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M
5
XOM icon
Exxon Mobil
XOM
+$376K

Top Sells

1
+$261K
2
+$128K
3
+$111K
4
AMZN icon
Amazon
AMZN
+$107K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$81.5K

Sector Composition

1 Consumer Staples 4.98%
2 Technology 3.64%
3 Financials 2.52%
4 Industrials 1.8%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.08%
1,056
-12
102
$233K 0.07%
5,904
103
$231K 0.07%
8,496
104
$218K 0.07%
3,257
105
$217K 0.07%
1,936
106
$216K 0.07%
3,217
+1
107
$106K 0.03%
10,416
1 2 3 4
5