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
501
$250K 0.01%
6,060
+2,410
502
$248K 0.01%
14,297
+1,077
503
$248K 0.01%
5,585
+4,641
504
$245K 0.01%
2,576
-18
505
$243K 0.01%
1,386
+108
506
$242K 0.01%
951
+282
507
$242K 0.01%
7,475
-38
508
$240K 0.01%
3,022
+462
509
$240K 0.01%
5,117
510
$236K 0.01%
13,280
-174
511
$231K 0.01%
10,159
-429
512
$230K 0.01%
8,505
-1,486
513
$226K 0.01%
6,357
514
$223K 0.01%
98,390
515
$221K 0.01%
6,268
-6,391
516
$219K 0.01%
2,588
-124
517
$219K 0.01%
1,590
+185
518
$216K 0.01%
19,808
+3,251
519
$216K 0.01%
+4,664
520
$216K 0.01%
7,852
-1,158
521
$213K 0.01%
2,395
+1
522
$213K 0.01%
2,519
-137
523
$211K 0.01%
4,617
+1,660
524
$208K 0.01%
5,812
-800
525
$206K 0.01%
1,387
+25
19 20
21
22 23