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
651
$79.3K ﹤0.01%
941
+40
652
$79.2K ﹤0.01%
823
+7
653
$78.2K ﹤0.01%
2,276
-116
654
$76.9K ﹤0.01%
59
-5
655
$76.7K ﹤0.01%
4,832
-405
656
$76.7K ﹤0.01%
894
+200
657
$75.2K ﹤0.01%
650
658
$74.9K ﹤0.01%
2,661
-3
659
$74.8K ﹤0.01%
5,319
+229
660
$74.4K ﹤0.01%
1,764
+4
661
$74.2K ﹤0.01%
1,237
+7
662
$74.1K ﹤0.01%
3,028
-255
663
$73.5K ﹤0.01%
3,660
-24
664
$72.7K ﹤0.01%
1,955
+50
665
$72.5K ﹤0.01%
1,737
+147
666
$72.4K ﹤0.01%
+482
667
$70.9K ﹤0.01%
881
-153
668
$70.8K ﹤0.01%
381
+6
669
$70.7K ﹤0.01%
456
+129
670
$70.6K ﹤0.01%
614
+95
671
$70.5K ﹤0.01%
490
672
$70.4K ﹤0.01%
1,318
673
$69.5K ﹤0.01%
683
674
$68.6K ﹤0.01%
1,200
+1
675
$67.8K ﹤0.01%
1,513
+59
25 26
27
28 29