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
301
$1.04M 0.05%
29,054
+1,035
302
$1.03M 0.05%
2,472
+202
303
$1.03M 0.05%
11,248
-14,742
304
$1.02M 0.05%
15,514
-130
305
$1.02M 0.05%
23,994
+681
306
$1.02M 0.05%
33,850
-450
307
$1.02M 0.05%
7,092
+766
308
$1.02M 0.05%
5,017
+716
309
$1.01M 0.05%
3,089
-221
310
$1M 0.05%
11,975
+775
311
$997K 0.05%
4,053
-120
312
$990K 0.05%
3,059
+9
313
$977K 0.05%
22,847
-2,506
314
$963K 0.05%
7,735
+1,172
315
$958K 0.05%
27,523
-732
316
$956K 0.05%
+1,199
317
$952K 0.05%
4,256
-103
318
$947K 0.05%
44,643
+3,762
319
$946K 0.05%
11,225
-1,593
320
$937K 0.05%
3,197
+392
321
$935K 0.05%
3,371
-1,516
322
$935K 0.05%
5,174
+140
323
$933K 0.05%
21,838
-711
324
$909K 0.05%
+10,135
325
$906K 0.05%
23,510
+7,418
11 12
13
14 15