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
526
$209K 0.01%
7,160
-692
527
$207K 0.01%
+7,467
528
$207K 0.01%
3,015
-7
529
$203K 0.01%
2,702
+307
530
$202K 0.01%
1,892
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531
$201K 0.01%
659
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532
$201K 0.01%
3,653
-2,001
533
$200K 0.01%
1,663
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534
$195K 0.01%
15,966
-5,377
535
$194K 0.01%
21,620
-395
536
$192K 0.01%
4,737
+120
537
$191K 0.01%
857
-76
538
$190K 0.01%
8,228
-1,931
539
$182K 0.01%
1,397
+10
540
$182K 0.01%
7,987
-152
541
$181K 0.01%
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542
$180K 0.01%
50,118
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543
$177K 0.01%
2,469
-50
544
$175K 0.01%
7,766
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545
$175K 0.01%
98,390
546
$173K 0.01%
2,127
-779
547
$171K 0.01%
2,215
+76
548
$171K 0.01%
6,655
+145
549
$170K 0.01%
582
+131
550
$169K 0.01%
5,275
+4,173
20 21
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