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
701
$57.8K ﹤0.01%
2,025
-490
702
$57.7K ﹤0.01%
1,642
+70
703
$57.5K ﹤0.01%
+739
704
$56.7K ﹤0.01%
2,275
+89
705
$56.6K ﹤0.01%
961
-154
706
$56.3K ﹤0.01%
637
-39
707
$55.7K ﹤0.01%
1,669
+346
708
$55.4K ﹤0.01%
3,249
-1,460
709
$54.8K ﹤0.01%
4,728
710
$54.8K ﹤0.01%
2,140
+49
711
$54.3K ﹤0.01%
308
-5
712
$54.3K ﹤0.01%
1,769
713
$54.2K ﹤0.01%
50
+1
714
$53.9K ﹤0.01%
610
+98
715
$52.8K ﹤0.01%
1,248
-35
716
$51.7K ﹤0.01%
2,465
-582
717
$51.7K ﹤0.01%
7,097
+2,129
718
$51.3K ﹤0.01%
659
719
$51.3K ﹤0.01%
709
+391
720
$51.2K ﹤0.01%
325
+1
721
$50.9K ﹤0.01%
716
+91
722
$50.9K ﹤0.01%
410
723
$50.8K ﹤0.01%
1,809
+1,444
724
$50.6K ﹤0.01%
989
-587
725
$50.4K ﹤0.01%
733
27 28
29
30 31