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
401
$517K 0.03%
21,259
+15,802
402
$504K 0.03%
10,120
-120
403
$503K 0.03%
1,479
-303
404
$496K 0.03%
19,140
-860
405
$493K 0.03%
8,258
+373
406
$490K 0.03%
4,093
+1,399
407
$486K 0.02%
18,445
+491
408
$483K 0.02%
16,420
+1,151
409
$478K 0.02%
7,428
+176
410
$474K 0.02%
18,147
+17,415
411
$465K 0.02%
9,994
+830
412
$465K 0.02%
30,223
+4,008
413
$464K 0.02%
13,332
+489
414
$457K 0.02%
17,144
+537
415
$454K 0.02%
9,387
+865
416
$450K 0.02%
21,387
+2,999
417
$450K 0.02%
3,119
-38
418
$450K 0.02%
2,619
-73
419
$448K 0.02%
8,145
-1,421
420
$447K 0.02%
3,509
-114
421
$446K 0.02%
13,308
+1,408
422
$442K 0.02%
7,005
+25
423
$439K 0.02%
4,282
+148
424
$438K 0.02%
27,926
+13,629
425
$437K 0.02%
6,557
+6,277
15 16
17
18 19