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
601
$107K 0.01%
1,610
+24
602
$106K 0.01%
1,490
+9
603
$106K 0.01%
+3,369
604
$105K 0.01%
2,479
-437
605
$105K 0.01%
64
+4
606
$105K 0.01%
1,798
+53
607
$104K 0.01%
2,778
+622
608
$104K 0.01%
9,270
+545
609
$103K 0.01%
149
+33
610
$103K 0.01%
2,440
+317
611
$102K 0.01%
2,175
612
$102K 0.01%
841
-644
613
$101K 0.01%
4,855
+731
614
$101K 0.01%
2,834
+9
615
$99.8K 0.01%
363
-15
616
$99.7K 0.01%
4,192
+1,073
617
$99.4K 0.01%
2,942
+1,051
618
$98.2K 0.01%
273
+39
619
$97.6K 0.01%
5,133
-795
620
$96.8K ﹤0.01%
319
-3,159
621
$96.5K ﹤0.01%
4,197
-617
622
$96.3K ﹤0.01%
1,160
-45
623
$95K ﹤0.01%
1,333
+57
624
$95K ﹤0.01%
1,410
+213
625
$93.3K ﹤0.01%
598
-65
23 24
25
26 27