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
826
$31.4K ﹤0.01%
232
+35
827
$31.3K ﹤0.01%
116
+12
828
$31K ﹤0.01%
+380
829
$31K ﹤0.01%
1,120
-485
830
$30.9K ﹤0.01%
464
-24
831
$30.4K ﹤0.01%
4,020
+2,004
832
$30.3K ﹤0.01%
716
833
$30.3K ﹤0.01%
3,296
-206
834
$30.2K ﹤0.01%
641
+14
835
$30K ﹤0.01%
1,282
+213
836
$29.8K ﹤0.01%
482
-39
837
$29.7K ﹤0.01%
370
-70
838
$29.7K ﹤0.01%
3,683
+2,134
839
$29.6K ﹤0.01%
934
+74
840
$29.5K ﹤0.01%
734
+222
841
$29.3K ﹤0.01%
156
-15
842
$28.9K ﹤0.01%
284
+85
843
$28.8K ﹤0.01%
144
+3
844
$28.8K ﹤0.01%
439
-129
845
$28.3K ﹤0.01%
495
-179
846
$28.2K ﹤0.01%
1,145
+169
847
$28.1K ﹤0.01%
200
-9
848
$27.9K ﹤0.01%
1,350
-41
849
$27.9K ﹤0.01%
339
850
$27.8K ﹤0.01%
121
32 33
34
35 36