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
551
$169K 0.01%
1,170
-28
552
$168K 0.01%
2,906
553
$166K 0.01%
1,900
+26
554
$165K 0.01%
2,329
-259
555
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1,004
-30
556
$161K 0.01%
5,670
-142
557
$159K 0.01%
1,694
+187
558
$157K 0.01%
4,260
+350
559
$156K 0.01%
3,580
-76
560
$152K 0.01%
1,187
-70
561
$152K 0.01%
1,427
+46
562
$151K 0.01%
822
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563
$150K 0.01%
2,390
564
$150K 0.01%
307
-32
565
$150K 0.01%
6,525
+353
566
$148K 0.01%
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567
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568
$146K 0.01%
5,396
-1,460
569
$144K 0.01%
998
570
$144K 0.01%
794
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571
$143K 0.01%
1,099
-16
572
$141K 0.01%
2,735
+71
573
$141K 0.01%
3,711
-55
574
$141K 0.01%
894
+310
575
$140K 0.01%
1,299
-118
21 22
23
24 25