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
726
$50.3K ﹤0.01%
1,770
-85
727
$49.7K ﹤0.01%
970
-98
728
$49.4K ﹤0.01%
577
+22
729
$49K ﹤0.01%
1,067
+289
730
$48.9K ﹤0.01%
1,150
731
$48.8K ﹤0.01%
756
+35
732
$48.7K ﹤0.01%
162
-5
733
$48.4K ﹤0.01%
1,022
+442
734
$48.3K ﹤0.01%
309
-19
735
$48.3K ﹤0.01%
1,962
+192
736
$48K ﹤0.01%
1,731
+786
737
$47.9K ﹤0.01%
388
-73
738
$47.6K ﹤0.01%
1,085
+18
739
$47.3K ﹤0.01%
434
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740
$47.2K ﹤0.01%
1,814
-54
741
$47.1K ﹤0.01%
831
742
$46.6K ﹤0.01%
253
+46
743
$46.5K ﹤0.01%
308
-7
744
$46.5K ﹤0.01%
456
+30
745
$45.7K ﹤0.01%
538
+26
746
$45.3K ﹤0.01%
113
+42
747
$45.1K ﹤0.01%
439
748
$45.1K ﹤0.01%
8,200
-906
749
$45K ﹤0.01%
1,201
-9
750
$44.9K ﹤0.01%
1,768
28 29
30
31 32