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
451
$350K 0.02%
9,468
+8,598
452
$349K 0.02%
4,065
+120
453
$346K 0.02%
9,468
+95
454
$341K 0.02%
3,694
-2,264
455
$341K 0.02%
5,468
-898
456
$340K 0.02%
3,181
+44
457
$340K 0.02%
11,324
-86
458
$338K 0.02%
24,319
+4,938
459
$334K 0.02%
+4,588
460
$334K 0.02%
5,389
+33
461
$333K 0.02%
3,703
-77
462
$333K 0.02%
1,590
+34
463
$329K 0.02%
9,270
+3,210
464
$327K 0.02%
1,482
-141
465
$325K 0.02%
2,946
-73
466
$324K 0.02%
4,086
+46
467
$324K 0.02%
5,325
+173
468
$320K 0.02%
13,590
+2,580
469
$316K 0.02%
5,628
+233
470
$311K 0.02%
4,720
+84
471
$310K 0.02%
8,041
-5,502
472
$309K 0.02%
3,883
+773
473
$300K 0.02%
14,852
-6,582
474
$298K 0.02%
3,273
+4
475
$298K 0.02%
975
+131
17 18
19
20 21