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
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Technology 9.12%
2 Healthcare 8.3%
3 Financials 7.04%
4 Industrials 4.37%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$35.5K ﹤0.01%
206
802
$35.3K ﹤0.01%
372
-251
803
$35K ﹤0.01%
209
-35
804
$34.8K ﹤0.01%
281
+139
805
$34.5K ﹤0.01%
1,745
-476
806
$34.5K ﹤0.01%
814
+82
807
$34.4K ﹤0.01%
104
-15
808
$34.3K ﹤0.01%
258
-17
809
$34.2K ﹤0.01%
488
-102
810
$34.2K ﹤0.01%
221
+3
811
$34.1K ﹤0.01%
473
+77
812
$34K ﹤0.01%
2,852
-1,213
813
$34K ﹤0.01%
498
-60
814
$34K ﹤0.01%
521
-2,783
815
$33.7K ﹤0.01%
563
-18
816
$33.4K ﹤0.01%
870
-351
817
$33K ﹤0.01%
880
-187
818
$32.9K ﹤0.01%
3,572
819
$32.6K ﹤0.01%
305
-66
820
$32.6K ﹤0.01%
3,768
+758
821
$32.5K ﹤0.01%
+591
822
$32.3K ﹤0.01%
235
-22
823
$31.8K ﹤0.01%
469
-9
824
$31.7K ﹤0.01%
339
+82
825
$31.7K ﹤0.01%
347
-106
31 32
33
34 35