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
51
$7.44M 0.38%
32,506
-676
52
$7.2M 0.37%
67,107
+9,176
53
$7.18M 0.37%
18,541
-139
54
$6.65M 0.34%
29,494
+4,488
55
$6.65M 0.34%
52,660
-7,471
56
$6.47M 0.33%
182,361
-766
57
$6.46M 0.33%
82,420
+7,265
58
$6.46M 0.33%
80,020
+4,041
59
$6.32M 0.32%
62,132
+1,441
60
$6.29M 0.32%
22,871
-3,252
61
$6.28M 0.32%
162,228
+14,673
62
$6.22M 0.32%
66,876
+3,993
63
$6.21M 0.32%
86,955
-10,211
64
$6.17M 0.32%
141,721
-6,068
65
$6.15M 0.31%
21,641
-9
66
$6.07M 0.31%
63,057
-5,744
67
$6.06M 0.31%
39,157
+84
68
$5.91M 0.3%
39,542
+6,481
69
$5.84M 0.3%
34,077
+70
70
$5.76M 0.29%
20,804
-61
71
$5.74M 0.29%
83,084
+8,493
72
$5.72M 0.29%
39,541
+3,097
73
$5.62M 0.29%
120,877
+9,950
74
$5.6M 0.29%
248,708
-82,391
75
$5.53M 0.28%
63,940
-4,936
1 2
3
4 5