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
426
$439K 0.02%
2,018
+209
427
$434K 0.02%
21,434
-16,161
428
$427K 0.02%
1,736
-76
429
$420K 0.02%
16,728
+5
430
$414K 0.02%
1,382
-61
431
$407K 0.02%
18,388
-1,136
432
$406K 0.02%
3,269
+466
433
$404K 0.02%
7,912
+275
434
$399K 0.02%
4,636
+33
435
$397K 0.02%
1,415
+329
436
$396K 0.02%
2,474
-148
437
$392K 0.02%
23,980
-2,915
438
$390K 0.02%
1,789
-36
439
$386K 0.02%
5,454
-818
440
$383K 0.02%
11,900
+814
441
$381K 0.02%
4,040
+211
442
$377K 0.02%
3,945
-159
443
$371K 0.02%
7,555
-453
444
$369K 0.02%
19,381
-6,974
445
$367K 0.02%
4,796
-190
446
$366K 0.02%
3,780
-382
447
$364K 0.02%
1,844
-161
448
$361K 0.02%
4,861
-2,048
449
$360K 0.02%
1,717
-33
450
$360K 0.02%
4,800
+1,433
16 17
18
19 20