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
776
$38.1K ﹤0.01%
244
-593
777
$38.1K ﹤0.01%
231
+33
778
$38.1K ﹤0.01%
381
-99
779
$38K ﹤0.01%
+912
780
$37.9K ﹤0.01%
740
-1,815
781
$37.8K ﹤0.01%
339
-193
782
$37.8K ﹤0.01%
729
-2
783
$37.6K ﹤0.01%
1,238
784
$37.5K ﹤0.01%
1,772
-905
785
$37.4K ﹤0.01%
525
+45
786
$37.4K ﹤0.01%
622
+158
787
$37.2K ﹤0.01%
563
788
$37.2K ﹤0.01%
93
789
$37K ﹤0.01%
1,873
790
$36.4K ﹤0.01%
763
791
$36.4K ﹤0.01%
295
+142
792
$36.4K ﹤0.01%
1,025
-433
793
$36.2K ﹤0.01%
1,002
-89
794
$36.1K ﹤0.01%
825
+11
795
$36K ﹤0.01%
779
+26
796
$35.8K ﹤0.01%
496
-2
797
$35.3K ﹤0.01%
2,950
+232
798
$35.3K ﹤0.01%
424
+33
799
$35.3K ﹤0.01%
438
+77
800
$35.1K ﹤0.01%
332
+27
30 31
32
33 34