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
801
$35.1K ﹤0.01%
3,323
+1,007
802
$35.1K ﹤0.01%
792
803
$34.9K ﹤0.01%
257
-24
804
$34.8K ﹤0.01%
670
-62
805
$34.7K ﹤0.01%
972
-30
806
$34.6K ﹤0.01%
199
-10
807
$34.2K ﹤0.01%
2,701
+1,361
808
$34.2K ﹤0.01%
3,583
+11
809
$34.1K ﹤0.01%
424
+77
810
$34K ﹤0.01%
592
-485
811
$33.7K ﹤0.01%
275
+17
812
$33.7K ﹤0.01%
206
813
$33.5K ﹤0.01%
2,136
814
$33.4K ﹤0.01%
1,049
+585
815
$33.3K ﹤0.01%
516
-35
816
$33.3K ﹤0.01%
39
-3
817
$33.2K ﹤0.01%
2,139
+1,365
818
$32.9K ﹤0.01%
273
-75
819
$32.8K ﹤0.01%
455
+72
820
$32.1K ﹤0.01%
238
+17
821
$32K ﹤0.01%
845
+328
822
$32K ﹤0.01%
696
+174
823
$31.6K ﹤0.01%
2,782
+1,350
824
$31.5K ﹤0.01%
760
+59
825
$31.4K ﹤0.01%
1,324
31 32
33
34 35