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
26
$13.5M 0.69%
81,573
-1,441
27
$13.1M 0.67%
97,717
-343
28
$12.9M 0.66%
181,051
-5,249
29
$12.2M 0.63%
117,067
+25,139
30
$11.7M 0.6%
135,372
-10,951
31
$10.9M 0.56%
61,199
-845
32
$10.8M 0.55%
205,290
+88,326
33
$10.7M 0.55%
21,285
-2,698
34
$10.7M 0.55%
129,463
+14,291
35
$10.5M 0.54%
120,019
+2,033
36
$10.2M 0.52%
28,572
+1,092
37
$9.45M 0.48%
248,782
+5,822
38
$9.11M 0.47%
227,853
+18,814
39
$8.85M 0.45%
116,968
+1,379
40
$8.78M 0.45%
91,353
+973
41
$8.76M 0.45%
190,112
-14,311
42
$8.63M 0.44%
60,073
+2,104
43
$8.48M 0.43%
27,578
-1,763
44
$8.2M 0.42%
132,915
+11,754
45
$8.14M 0.42%
77,642
+1,089
46
$7.75M 0.4%
47,342
+842
47
$7.73M 0.4%
28,956
+1,869
48
$7.73M 0.4%
15,207
+366
49
$7.64M 0.39%
173,631
+9,521
50
$7.5M 0.38%
186,125
+19,727
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