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
$1.96B
AUM Growth
-$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$4.65M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.68M
5
JPM icon
JPMorgan Chase
JPM
+$2.63M

Top Sells

1
+$4.09M
2
+$4.08M
3
+$3.76M
4
XOM icon
Exxon Mobil
XOM
+$2.64M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$2.15M

Sector Composition

1 Technology 8.77%
2 Healthcare 7.96%
3 Financials 7.55%
4 Industrials 4.5%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.09%
45,684
-2,079
227
$1.75M 0.09%
7,860
-307
228
$1.75M 0.09%
21,814
+673
229
$1.74M 0.09%
36,510
+2,892
230
$1.66M 0.09%
30,309
-2,838
231
$1.64M 0.08%
3,761
-192
232
$1.63M 0.08%
36,175
+5,472
233
$1.62M 0.08%
49,709
-6,015
234
$1.61M 0.08%
17,751
+365
235
$1.58M 0.08%
62,730
-1,389
236
$1.57M 0.08%
25,554
-503
237
$1.56M 0.08%
10,802
+2,292
238
$1.55M 0.08%
33,060
+30,375
239
$1.54M 0.08%
4,566
-121
240
$1.52M 0.08%
5,705
-47
241
$1.52M 0.08%
5,488
+5,238
242
$1.52M 0.08%
24,395
-6,369
243
$1.51M 0.08%
18,255
+2,286
244
$1.49M 0.08%
43,089
-1,608
245
$1.49M 0.08%
34,030
+2,368
246
$1.47M 0.08%
20,314
+2,248
247
$1.47M 0.08%
30,879
+4,028
248
$1.46M 0.07%
51,198
+2,788
249
$1.46M 0.07%
3,214
-400
250
$1.42M 0.07%
25,919
-1,626
8 9
10
11 12