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
626
$92.9K ﹤0.01%
1,725
-276
627
$91.6K ﹤0.01%
13,163
-248
628
$91.3K ﹤0.01%
5,934
+3,082
629
$90.8K ﹤0.01%
1,326
-60
630
$90.2K ﹤0.01%
980
-48
631
$90K ﹤0.01%
2,034
+867
632
$89.2K ﹤0.01%
1,072
-26
633
$89K ﹤0.01%
537
-118
634
$88.5K ﹤0.01%
912
+32
635
$88.1K ﹤0.01%
4,371
-203
636
$88K ﹤0.01%
838
-4
637
$88K ﹤0.01%
2,985
638
$87.4K ﹤0.01%
846
-559
639
$87.3K ﹤0.01%
6,014
-508
640
$86.6K ﹤0.01%
865
+66
641
$84.7K ﹤0.01%
799
+36
642
$83.5K ﹤0.01%
201
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643
$82.2K ﹤0.01%
2,765
+347
644
$81.5K ﹤0.01%
1,141
-386
645
$81.3K ﹤0.01%
+4,221
646
$81.2K ﹤0.01%
547
+44
647
$80.3K ﹤0.01%
368
+16
648
$80.3K ﹤0.01%
2,767
+771
649
$80.3K ﹤0.01%
1,742
+54
650
$79.7K ﹤0.01%
667
+222
24 25
26
27 28