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
701
$57.6K ﹤0.01%
2,091
-154
702
$57.5K ﹤0.01%
891
+364
703
$57.3K ﹤0.01%
3,555
-214
704
$57.1K ﹤0.01%
327
+110
705
$57K ﹤0.01%
1,572
+92
706
$56.6K ﹤0.01%
1,855
-95
707
$56.3K ﹤0.01%
49
-5
708
$55.8K ﹤0.01%
1,182
-162
709
$55.7K ﹤0.01%
748
-57
710
$55.5K ﹤0.01%
1,770
-404
711
$55.3K ﹤0.01%
1,327
-705
712
$55.2K ﹤0.01%
461
-107
713
$55.1K ﹤0.01%
315
-41
714
$54.8K ﹤0.01%
2,608
-36
715
$54.7K ﹤0.01%
659
-76
716
$54.5K ﹤0.01%
410
-551
717
$54.2K ﹤0.01%
4,968
-221
718
$54.2K ﹤0.01%
42
-3
719
$53.7K ﹤0.01%
9,106
-10,255
720
$53.5K ﹤0.01%
555
-115
721
$53.5K ﹤0.01%
1,167
-176
722
$53.2K ﹤0.01%
733
+489
723
$52.7K ﹤0.01%
721
-28
724
$52.5K ﹤0.01%
1,283
-33
725
$52.2K ﹤0.01%
307
-72
27 28
29
30 31