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
526
$204K 0.01%
843
-64
527
$202K 0.01%
308
-27
528
$200K 0.01%
3,559
+2,910
529
$195K 0.01%
8,614
+1,784
530
$195K 0.01%
8,139
-93,649
531
$193K 0.01%
11,010
-58,680
532
$190K 0.01%
1,485
-425
533
$184K 0.01%
1,257
-66
534
$184K 0.01%
1,516
-221
535
$181K 0.01%
2,519
+434
536
$179K 0.01%
4,212
+576
537
$178K 0.01%
3,766
-225
538
$178K 0.01%
6,510
+1,000
539
$176K 0.01%
3,290
+1,149
540
$173K 0.01%
7,698
-3,140
541
$173K 0.01%
7,384
-1,096
542
$172K 0.01%
1,621
-315
543
$172K 0.01%
1,115
-62
544
$171K 0.01%
+5,985
545
$171K 0.01%
789
-22
546
$169K 0.01%
3,656
-534
547
$168K 0.01%
2,390
-83
548
$167K 0.01%
1,034
-5
549
$167K 0.01%
6,856
-1,761
550
$167K 0.01%
6,244
+5,473
20 21
22
23 24