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
826
$31.6K ﹤0.01%
627
+193
827
$31.4K ﹤0.01%
226
+163
828
$31.4K ﹤0.01%
197
+16
829
$31.3K ﹤0.01%
171
+10
830
$31K ﹤0.01%
191
-18
831
$30.8K ﹤0.01%
391
832
$30.5K ﹤0.01%
820
+96
833
$30.4K ﹤0.01%
2,316
-389
834
$30.3K ﹤0.01%
802
835
$29.8K ﹤0.01%
1,324
+379
836
$29.8K ﹤0.01%
701
+694
837
$29.5K ﹤0.01%
593
838
$29.5K ﹤0.01%
497
-11
839
$29.3K ﹤0.01%
1,025
+290
840
$29.3K ﹤0.01%
976
+121
841
$29.3K ﹤0.01%
576
+141
842
$29.3K ﹤0.01%
246
-36
843
$28.8K ﹤0.01%
998
-311
844
$28.3K ﹤0.01%
1,013
+79
845
$28.1K ﹤0.01%
580
-14
846
$28.1K ﹤0.01%
236
-151
847
$28K ﹤0.01%
2,672
+553
848
$27.9K ﹤0.01%
464
+256
849
$27.7K ﹤0.01%
1,354
+222
850
$27.7K ﹤0.01%
2,175
-1,687
32 33
34
35 36