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
476
$298K 0.01%
21,343
-582
477
$294K 0.01%
2,602
+416
478
$287K 0.01%
1,054
+19
479
$282K 0.01%
12,666
-680
480
$280K 0.01%
2,046
+193
481
$279K 0.01%
1,707
-160
482
$274K 0.01%
4,479
-260
483
$271K 0.01%
1,315
+114
484
$271K 0.01%
35,134
485
$268K 0.01%
4,514
+129
486
$267K 0.01%
2,202
+13
487
$266K 0.01%
5,125
-1,421
488
$264K 0.01%
2,906
-259
489
$263K 0.01%
7,295
-15
490
$263K 0.01%
7,296
-2,152
491
$262K 0.01%
3,398
-301
492
$261K 0.01%
4,831
493
$261K 0.01%
3,110
+2,127
494
$260K 0.01%
2,865
-781
495
$259K 0.01%
22,015
-255
496
$257K 0.01%
804
-14
497
$256K 0.01%
844
+145
498
$256K 0.01%
1,678
+233
499
$255K 0.01%
1,462
-254
500
$252K 0.01%
8,900
+811
18 19
20
21 22