TCPWM
Traverso Chambers Private Wealth Management Portfolio holdings
AUM
$412M
This Quarter Return
-12.42%
1 Year Return
+13.66%
3 Year Return
+16.36%
5 Year Return
+50.75%
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(-9.8%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
63.95%
Holding
114
New
9
Increased
42
Reduced
21
Closed
20
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$23.6M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$22M |
| 3 |
Schwab International Equity ETF
SCHF
|
$10.2M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$5.32M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.8M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 6.09% |
| 2 | Technology | 2.73% |
| 3 | Financials | 1.73% |
| 4 | Healthcare | 1.68% |
| 5 | Industrials | 1.28% |
