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TCPWM

Traverso Chambers Private Wealth Management Portfolio holdings

AUM $412M
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
+4.55%
1 Year Est. Return
+13.66%
3 Year Est. Return
+16.36%
5 Year Est. Return
+50.74%
10 Year Est. Return
AUM
$259M
AUM Growth
+$20.3M
Cap. Flow
+$10M
Cap. Flow %
3.86%
Top 10 Hldgs %
62.81%
Holding
106
New
7
Increased
36
Reduced
37
Closed
1

Sector Composition

Rank Sector Weight
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
VGSH icon
1
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$28.5M 11.03%
459,481
+58,496
+15% +$3.63M
SCHO icon
2
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$26.3M 10.16%
1,020,282
+122,914
+14% +$3.17M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$25.6M 9.91%
76,575
-3,051
-4% -$1.01M
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$138B
$18.3M 7.08%
155,040
+4,019
+3% +$477K
SHY icon
5
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$17.4M 6.71%
200,570
+30,165
+18% +$2.61M
SCHF icon
6
Schwab International Equity ETF
SCHF
$65.6B
$11.1M 4.28%
705,268
-84,232
-11% -$1.32M
VUG icon
7
Vanguard Growth ETF
VUG
$216B
$9.81M 3.79%
258,690
-19,812
-7% -$731K
PDBC icon
8
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$9.2M 3.55%
672,661
-13,167
-2% -$180K
SCHV
9
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$8.3M 3.21%
477,411
-7,194
-1% -$126K
IWM icon
10
iShares Russell 2000 ETF
IWM
$80.9B
$8.01M 3.1%
53,467
-1,396
-3% -$210K
PG icon
11
Procter & Gamble
PG
$343B
$7.56M 2.92%
54,364
-2,688
-5% -$357K
DLN icon
12
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$6.59M 2.55%
135,814
+3,220
+2% +$156K
PFF icon
13
iShares Preferred and Income Securities ETF
PFF
$13.2B
$6.43M 2.49%
176,397
-380
-0.2% -$13.7K
AAPL icon
14
Apple
AAPL
$4.89T
$4.54M 1.76%
39,225
+629
+2% +$68.6K
PGX icon
15
Invesco Preferred ETF
PGX
$3.84B
$4.35M 1.68%
295,162
+10,968
+4% +$161K
VTV icon
16
Vanguard Value ETF
VTV
$189B
$3.93M 1.52%
37,582
-975
-3% -$102K
VEU icon
17
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$3.87M 1.5%
76,742
-1,340
-2% -$68K
IWD icon
18
iShares Russell 1000 Value ETF
IWD
$82B
$3.55M 1.37%
30,068
+412
+1% +$48.9K
AMZN icon
19
Amazon
AMZN
$2.5T
$3.22M 1.25%
20,460
+4,380
+27% +$691K
BIL icon
20
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.18M 0.84%
+23,794
New +$2.18M
IVV icon
21
iShares Core S&P 500 ETF
IVV
$876B
$1.99M 0.77%
5,931
-255
-4% -$84.9K
IWF icon
22
iShares Russell 1000 Growth ETF
IWF
$122B
$1.86M 0.72%
34,256
-2,712
-7% -$143K
MSFT icon
23
Microsoft
MSFT
$2.84T
$1.78M 0.69%
8,442
+1,084
+15% +$228K
JNJ icon
24
Johnson & Johnson
JNJ
$635B
$1.73M 0.67%
11,588
+48
+0.4% +$7.1K
PM icon
25
Philip Morris
PM
$301B
$1.52M 0.59%
20,227
+3
+0% +$231

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Traverso Chambers Private Wealth Management's Q3 2020 Portfolio in Review

As of Q3 2020, Traverso Chambers Private Wealth Management held 106 positions worth $259M, up 8.5% from $238M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Traverso Chambers Private Wealth Management deployed $10M of net new capital in Q3 2020, opening 7 new positions and adding to 36 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 23,794 shares worth $2.18M.

By sector, the portfolio is most concentrated in Consumer Staples at 5.8% of assets, down from 5.9% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Schwab International Equity ETF, an estimated $1.32M trimmed.

  • Traverso Chambers Private Wealth Management's largest Q3 2020 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 23,794 shares worth $2.18M.
  • Traverso Chambers Private Wealth Management added most to Vanguard Short-Term Treasury ETF in Q3 2020, an estimated $3.63M increase.
  • Traverso Chambers Private Wealth Management's biggest Q3 2020 reduction was Schwab International Equity ETF, cutting an estimated $1.32M.
  • Traverso Chambers Private Wealth Management fully exited Allstate in Q3 2020, selling an estimated $200K.
  • Traverso Chambers Private Wealth Management's ten largest holdings make up 63% of its $259M portfolio in Q3 2020.
  • Traverso Chambers Private Wealth Management opened 7 new positions and closed 1 in Q3 2020.
  • Traverso Chambers Private Wealth Management's portfolio value rose 8.5% quarter-over-quarter to $259M.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.