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
376
$680K 0.03%
6,484
+2,778
377
$678K 0.03%
25,790
+1,988
378
$673K 0.03%
6,085
+111
379
$671K 0.03%
20,699
-250
380
$652K 0.03%
18,744
+9,395
381
$649K 0.03%
13,543
-2,748
382
$645K 0.03%
5,958
-1,523
383
$642K 0.03%
6,115
-366
384
$640K 0.03%
8,416
-8,940
385
$602K 0.03%
6,665
-289
386
$602K 0.03%
2,777
+732
387
$597K 0.03%
7,252
-303
388
$593K 0.03%
5,041
-311
389
$593K 0.03%
18,847
-47
390
$589K 0.03%
9,566
+1,917
391
$586K 0.03%
8,522
+5,148
392
$586K 0.03%
10,626
+2,891
393
$581K 0.03%
1,782
-547
394
$571K 0.03%
10,240
+4,846
395
$566K 0.03%
18,199
+1,739
396
$562K 0.03%
5,651
+453
397
$561K 0.03%
6,686
+199
398
$559K 0.03%
17,770
+1,025
399
$558K 0.03%
8,823
-22,457
400
$558K 0.03%
20,000
-170
14 15
16
17 18