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
501
$248K 0.01%
5,909
+324
502
$247K 0.01%
4,831
503
$246K 0.01%
10,032
+1,132
504
$244K 0.01%
1,712
+34
505
$243K 0.01%
12,198
-4,530
506
$242K 0.01%
4,485
-29
507
$241K 0.01%
5,621
+957
508
$240K 0.01%
3,829
-665
509
$240K 0.01%
8,309
+2,324
510
$240K 0.01%
18,725
-5,255
511
$234K 0.01%
8,300
+916
512
$234K 0.01%
3,188
+1,340
513
$234K 0.01%
6,748
+480
514
$232K 0.01%
1,073
+122
515
$232K 0.01%
2,960
-687
516
$231K 0.01%
1,353
-33
517
$230K 0.01%
1,384
+69
518
$228K 0.01%
5,117
519
$221K 0.01%
389
+81
520
$220K 0.01%
773
-31
521
$217K 0.01%
7,855
+380
522
$216K 0.01%
2,772
+253
523
$216K 0.01%
7,475
-1,030
524
$214K 0.01%
6,952
-343
525
$211K 0.01%
4,050
-162
19 20
21
22 23