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
251
$1.41M 0.07%
10,423
+332
252
$1.4M 0.07%
2,982
-6
253
$1.4M 0.07%
100,412
+10,920
254
$1.39M 0.07%
14,769
+518
255
$1.39M 0.07%
19,871
-4,340
256
$1.37M 0.07%
5,937
-733
257
$1.37M 0.07%
22,921
-344
258
$1.36M 0.07%
42,300
+8,887
259
$1.35M 0.07%
3,704
-192
260
$1.34M 0.07%
2,771
-577
261
$1.34M 0.07%
6,847
-80
262
$1.32M 0.07%
618
-66
263
$1.32M 0.07%
20,256
-1,192
264
$1.3M 0.07%
68,308
-2,827
265
$1.3M 0.07%
7,934
+382
266
$1.28M 0.07%
29,802
+175
267
$1.27M 0.07%
25,400
+9,088
268
$1.26M 0.06%
7,720
-53
269
$1.26M 0.06%
10,661
-188
270
$1.26M 0.06%
3,055
-109
271
$1.23M 0.06%
10,383
+24
272
$1.23M 0.06%
5,868
-182
273
$1.22M 0.06%
30,260
+1,045
274
$1.21M 0.06%
14,463
+688
275
$1.21M 0.06%
16,106
-2
9 10
11
12 13