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
626
$90.8K ﹤0.01%
1,794
+73
627
$90.4K ﹤0.01%
1,656
-161
628
$90.4K ﹤0.01%
2,001
+743
629
$89.1K ﹤0.01%
1,405
+143
630
$88K ﹤0.01%
378
-46
631
$88K ﹤0.01%
3,047
-750
632
$88K ﹤0.01%
2,985
+35
633
$87.4K ﹤0.01%
584
-14
634
$85.7K ﹤0.01%
901
+19
635
$85.4K ﹤0.01%
2,392
-504
636
$83.7K ﹤0.01%
763
+701
637
$83.3K ﹤0.01%
2,515
-356
638
$82.6K ﹤0.01%
1,576
-699
639
$82.2K ﹤0.01%
880
-124
640
$82.1K ﹤0.01%
5,237
+1,510
641
$80.2K ﹤0.01%
1,034
-10
642
$79.8K ﹤0.01%
4,709
-539
643
$79.8K ﹤0.01%
64
-8
644
$79.2K ﹤0.01%
1,197
+153
645
$77.4K ﹤0.01%
14,502
-660
646
$77.4K ﹤0.01%
1,318
+822
647
$77.4K ﹤0.01%
582
+82
648
$76.7K ﹤0.01%
10,098
-2,193
649
$75.2K ﹤0.01%
3,119
+1,485
650
$74.7K ﹤0.01%
5,090
-1,444
24 25
26
27 28