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
576
$138K 0.01%
13,411
-11,278
577
$137K 0.01%
4,814
-547
578
$136K 0.01%
1,142
+77
579
$135K 0.01%
53,772
-1,355
580
$134K 0.01%
1,507
-805
581
$133K 0.01%
2,448
+345
582
$130K 0.01%
797
-271
583
$128K 0.01%
761
-55
584
$127K 0.01%
2,123
-247
585
$125K 0.01%
1,061
-117
586
$124K 0.01%
2,703
587
$122K 0.01%
609
-99
588
$121K 0.01%
14,466
589
$118K 0.01%
655
-62
590
$118K 0.01%
1,745
-91
591
$117K 0.01%
1,875
+294
592
$114K 0.01%
1,586
-324
593
$114K 0.01%
2,562
594
$114K 0.01%
503
-367
595
$113K 0.01%
2,685
-435
596
$112K 0.01%
924
+18
597
$112K 0.01%
1,520
+278
598
$111K 0.01%
1,205
-168
599
$109K 0.01%
+2,353
600
$107K 0.01%
2,175
+651
22 23
24
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