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
326
$901K 0.05%
15,768
-1,834
327
$899K 0.05%
18,930
+15,640
328
$896K 0.05%
11,783
-3,223
329
$873K 0.04%
10,234
+10
330
$872K 0.04%
16,082
+12,523
331
$869K 0.04%
2,163
+26
332
$865K 0.04%
20,151
-396
333
$864K 0.04%
19,667
-185
334
$861K 0.04%
3,592
-859
335
$861K 0.04%
4,732
+126
336
$861K 0.04%
28,052
+894
337
$842K 0.04%
9,551
+1,669
338
$814K 0.04%
21,840
+3,700
339
$811K 0.04%
16,419
+1,344
340
$807K 0.04%
16,036
-110
341
$798K 0.04%
25,699
+3,088
342
$798K 0.04%
3,851
+528
343
$788K 0.04%
11,492
-875
344
$785K 0.04%
15,943
-499
345
$782K 0.04%
7,177
-288
346
$772K 0.04%
13,393
-1,298
347
$767K 0.04%
4,328
+77
348
$761K 0.04%
12,468
+162
349
$744K 0.04%
14,956
+6,013
350
$738K 0.04%
64,212
-4,274
12 13
14
15 16