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
476
$295K 0.02%
2,335
-267
477
$291K 0.01%
3,238
+662
478
$290K 0.01%
4,263
-2,251
479
$287K 0.01%
10,856
-795
480
$287K 0.01%
1,931
-543
481
$276K 0.01%
1,136
+82
482
$276K 0.01%
4,917
+21
483
$276K 0.01%
5,123
+140
484
$273K 0.01%
2,156
+110
485
$265K 0.01%
4,556
+77
486
$265K 0.01%
4,684
+3,922
487
$264K 0.01%
5,234
+109
488
$264K 0.01%
4,161
-635
489
$262K 0.01%
3,523
+125
490
$260K 0.01%
1,653
-54
491
$259K 0.01%
1,649
+59
492
$259K 0.01%
2,949
+84
493
$255K 0.01%
2,188
-14
494
$255K 0.01%
20,310
+502
495
$255K 0.01%
1,873
-763
496
$255K 0.01%
35,134
497
$253K 0.01%
7,421
+125
498
$250K 0.01%
4,712
-274
499
$249K 0.01%
12,495
-171
500
$249K 0.01%
11,852
-1,428
18 19
20
21 22