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
351
$731K 0.04%
11,912
352
$730K 0.04%
12,134
+1,508
353
$728K 0.04%
5,648
-1,394
354
$725K 0.04%
22,997
-760
355
$720K 0.04%
3,832
-807
356
$718K 0.04%
25,492
-10,766
357
$717K 0.04%
5,033
-100
358
$715K 0.04%
1,515
+44
359
$715K 0.04%
14,846
+5,828
360
$707K 0.04%
5,518
-1,453
361
$696K 0.04%
8,396
-108
362
$685K 0.04%
20,696
+1,952
363
$684K 0.04%
5,027
-208
364
$682K 0.03%
6,520
+405
365
$669K 0.03%
6,195
+110
366
$668K 0.03%
10,198
-1,565
367
$667K 0.03%
3,208
+2,365
368
$664K 0.03%
2,458
+262
369
$653K 0.03%
10,230
+221
370
$651K 0.03%
20,442
-257
371
$647K 0.03%
5,777
+1,732
372
$646K 0.03%
10,940
-869
373
$644K 0.03%
8,557
-47
374
$644K 0.03%
24,297
+22,943
375
$640K 0.03%
7,153
-84
13 14
15
16 17