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
426
$435K 0.02%
1,352
-30
427
$434K 0.02%
22,152
+3,953
428
$433K 0.02%
2,075
+57
429
$423K 0.02%
2,377
-54
430
$423K 0.02%
1,746
+10
431
$423K 0.02%
2,865
-2,810
432
$419K 0.02%
5,567
-917
433
$416K 0.02%
8,916
+7,122
434
$414K 0.02%
3,562
+799
435
$413K 0.02%
7,797
436
$410K 0.02%
4,346
-69
437
$390K 0.02%
4,962
+101
438
$390K 0.02%
8,753
-207
439
$387K 0.02%
1,729
+12
440
$386K 0.02%
23,184
+4,154
441
$384K 0.02%
1,781
-8
442
$382K 0.02%
7,912
443
$380K 0.02%
7,143
-3,086
444
$377K 0.02%
1,435
+20
445
$371K 0.02%
5,225
+425
446
$364K 0.02%
10,971
+1,155
447
$359K 0.02%
4,408
+203
448
$357K 0.02%
7,577
+22
449
$355K 0.02%
5,553
+99
450
$352K 0.02%
12,651
-3,002
16 17
18
19 20