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
276
$1.31M 0.06%
23,265
+22,844
277
$1.3M 0.06%
12,941
+920
278
$1.3M 0.06%
12,788
-9,196
279
$1.3M 0.06%
89,492
+15,360
280
$1.27M 0.06%
15,006
+1,756
281
$1.27M 0.06%
3,164
-251
282
$1.26M 0.06%
9,247
+2,356
283
$1.26M 0.06%
4,173
-643
284
$1.25M 0.06%
31,140
-4,247
285
$1.24M 0.06%
14,691
-690
286
$1.21M 0.06%
16,108
-644
287
$1.2M 0.06%
23,313
+2,072
288
$1.18M 0.06%
30,417
-3
289
$1.18M 0.06%
59,930
-2,842
290
$1.17M 0.06%
5,752
+724
291
$1.17M 0.06%
9,164
+368
292
$1.16M 0.06%
3,310
-215
293
$1.15M 0.06%
3,827
-45
294
$1.15M 0.06%
23,405
-74
295
$1.14M 0.06%
54,162
+70
296
$1.13M 0.06%
22,549
+124
297
$1.13M 0.06%
9,275
-756
298
$1.12M 0.05%
2,270
+81
299
$1.12M 0.05%
7,203
+419
300
$1.11M 0.05%
28,255
-641
10 11
12
13 14