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
401
$533K 0.03%
2,196
-172
402
$528K 0.03%
2,650
+224
403
$525K 0.03%
15,653
-63,221
404
$517K 0.03%
8,960
-371
405
$513K 0.03%
10,229
-15,348
406
$512K 0.02%
2,431
-7
407
$501K 0.02%
7,885
+92
408
$499K 0.02%
2,692
+177
409
$498K 0.02%
26,215
+8,075
410
$493K 0.02%
4,045
-566
411
$485K 0.02%
5,422
-1,366
412
$483K 0.02%
16,607
-986
413
$479K 0.02%
6,514
+687
414
$475K 0.02%
4,134
+736
415
$468K 0.02%
17,954
+313
416
$468K 0.02%
8,943
+3,579
417
$457K 0.02%
7,797
-56
418
$456K 0.02%
12,843
-210
419
$454K 0.02%
3,623
-951
420
$450K 0.02%
9,018
-1,769
421
$450K 0.02%
3,157
-240
422
$447K 0.02%
4,415
+4,333
423
$445K 0.02%
2,044
+61
424
$444K 0.02%
9,164
+1,581
425
$444K 0.02%
6,980
-254
15 16
17
18 19