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
276
$1.2M 0.06%
15,198
-1,044
277
$1.2M 0.06%
5,785
-1,231
278
$1.19M 0.06%
5,590
-456
279
$1.18M 0.06%
9,678
-1,949
280
$1.18M 0.06%
46,453
-84,625
281
$1.18M 0.06%
18,670
-7,231
282
$1.16M 0.06%
3,481
-346
283
$1.14M 0.06%
11,519
-1,415
284
$1.13M 0.06%
9,766
+491
285
$1.13M 0.06%
12,504
+2,978
286
$1.13M 0.06%
5,086
-600
287
$1.12M 0.06%
9,242
-5
288
$1.11M 0.06%
23,973
+568
289
$1.1M 0.06%
53,299
-863
290
$1.1M 0.06%
25,044
+2,516
291
$1.1M 0.06%
16,708
+3,274
292
$1.08M 0.06%
7,187
-16
293
$1.07M 0.05%
5,299
+1,261
294
$1.07M 0.05%
5,733
-125
295
$1.06M 0.05%
9,337
+173
296
$1.06M 0.05%
265
+2
297
$1.05M 0.05%
34,593
+15,746
298
$1.05M 0.05%
44,552
+327
299
$1.05M 0.05%
11,959
-982
300
$1.05M 0.05%
7,048
-441
10 11
12
13 14