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
751
$44.9K ﹤0.01%
466
+106
752
$44.6K ﹤0.01%
458
-147
753
$44K ﹤0.01%
3,215
-340
754
$43.9K ﹤0.01%
2,385
+640
755
$43.2K ﹤0.01%
882
+22
756
$43.2K ﹤0.01%
308
-1
757
$42.9K ﹤0.01%
475
-586
758
$42.2K ﹤0.01%
786
+2
759
$41.8K ﹤0.01%
1,406
+378
760
$41.6K ﹤0.01%
126
-1
761
$41.3K ﹤0.01%
114
+27
762
$41.1K ﹤0.01%
35
+20
763
$41K ﹤0.01%
1,419
-6
764
$41K ﹤0.01%
241
+15
765
$40.8K ﹤0.01%
2,250
+1,000
766
$40.6K ﹤0.01%
716
+140
767
$40.6K ﹤0.01%
1,241
+623
768
$40.5K ﹤0.01%
167
+11
769
$39.8K ﹤0.01%
1,203
-113
770
$39.3K ﹤0.01%
980
+440
771
$38.9K ﹤0.01%
2,043
-6
772
$38.8K ﹤0.01%
74
+1
773
$38.6K ﹤0.01%
478
+63
774
$38.3K ﹤0.01%
1,356
+703
775
$38.2K ﹤0.01%
227
-4
29 30
31
32 33