TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Technology 9.12%
2 Healthcare 8.3%
3 Financials 7.04%
4 Industrials 4.37%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.09%
21,141
+2,413
227
$1.76M 0.09%
4,687
+1,868
228
$1.74M 0.09%
3,614
-604
229
$1.74M 0.08%
23,030
-15,080
230
$1.74M 0.08%
15,584
-132
231
$1.73M 0.08%
16,505
-2,668
232
$1.72M 0.08%
30,764
-2,481
233
$1.69M 0.08%
7,075
+6,440
234
$1.69M 0.08%
8,167
-286
235
$1.67M 0.08%
33,231
+20,670
236
$1.65M 0.08%
8,384
+548
237
$1.65M 0.08%
25,901
+1,654
238
$1.65M 0.08%
6,670
+47
239
$1.65M 0.08%
23,560
-7,170
240
$1.64M 0.08%
17,386
+494
241
$1.63M 0.08%
3,478
-205
242
$1.61M 0.08%
42,961
-1,970
243
$1.57M 0.08%
3,348
-770
244
$1.56M 0.08%
44,697
-1,350
245
$1.55M 0.08%
10,849
+10,400
246
$1.54M 0.07%
31,662
-11,970
247
$1.53M 0.07%
21,448
+21,445
248
$1.53M 0.07%
26,057
+624
249
$1.51M 0.07%
11,627
+66
250
$1.5M 0.07%
29,215
+6,824
8 9
10
11 12