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
676
$67.8K ﹤0.01%
1,771
+22
677
$67.1K ﹤0.01%
847
-16
678
$67.1K ﹤0.01%
10,485
+387
679
$66.9K ﹤0.01%
1,199
+261
680
$66.6K ﹤0.01%
635
-236
681
$66.6K ﹤0.01%
1,026
+135
682
$66K ﹤0.01%
2,922
+314
683
$65.6K ﹤0.01%
1,289
684
$64.5K ﹤0.01%
788
-19
685
$64.4K ﹤0.01%
2,149
686
$63.1K ﹤0.01%
1,830
687
$62.7K ﹤0.01%
1,627
+300
688
$61.2K ﹤0.01%
804
+56
689
$61.1K ﹤0.01%
13,584
-918
690
$61.1K ﹤0.01%
965
+3
691
$60.8K ﹤0.01%
1,903
-19
692
$60.2K ﹤0.01%
2,578
-15
693
$60.1K ﹤0.01%
1,243
+61
694
$59.3K ﹤0.01%
1,114
+138
695
$59K ﹤0.01%
474
-80
696
$58.6K ﹤0.01%
418
+166
697
$58.5K ﹤0.01%
1,957
698
$58.2K ﹤0.01%
337
+30
699
$58K ﹤0.01%
1,097
+44
700
$57.9K ﹤0.01%
2,514
-2
26 27
28
29 30