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
576
$139K 0.01%
1,019
+95
577
$139K 0.01%
49,034
-4,738
578
$138K 0.01%
837
-155
579
$134K 0.01%
3,917
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580
$133K 0.01%
891
+309
581
$133K 0.01%
29,803
-4,815
582
$132K 0.01%
499
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583
$129K 0.01%
1,689
-21,341
584
$129K 0.01%
774
-23
585
$124K 0.01%
660
+51
586
$124K 0.01%
2,518
+54
587
$121K 0.01%
6,065
-2,549
588
$121K 0.01%
710
-752
589
$120K 0.01%
1,040
590
$120K 0.01%
14,466
591
$119K 0.01%
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592
$117K 0.01%
1,740
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593
$116K 0.01%
+3,716
594
$112K 0.01%
4,106
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595
$112K 0.01%
+9,081
596
$112K 0.01%
7,087
+736
597
$112K 0.01%
3,624
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598
$112K 0.01%
2,703
599
$111K 0.01%
1,923
+48
600
$110K 0.01%
2,511
+63
22 23
24
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