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
851
$27.5K ﹤0.01%
367
-15
852
$27.4K ﹤0.01%
1,028
853
$27.4K ﹤0.01%
1,248
+30
854
$27.4K ﹤0.01%
71
+38
855
$27.2K ﹤0.01%
568
-352
856
$27.2K ﹤0.01%
344
857
$26.9K ﹤0.01%
361
-27
858
$26.9K ﹤0.01%
1,391
-34
859
$26.8K ﹤0.01%
700
+377
860
$26.6K ﹤0.01%
1,886
+454
861
$26.5K ﹤0.01%
68
+16
862
$26.4K ﹤0.01%
121
+11
863
$26.4K ﹤0.01%
609
+172
864
$26.3K ﹤0.01%
295
-49
865
$25.8K ﹤0.01%
906
-1,047
866
$25.7K ﹤0.01%
641
-139
867
$25.6K ﹤0.01%
87
+3
868
$25.6K ﹤0.01%
141
+7
869
$25.6K ﹤0.01%
1,250
+683
870
$25.6K ﹤0.01%
383
-103
871
$25.4K ﹤0.01%
690
-226
872
$25.4K ﹤0.01%
93
-85
873
$25.3K ﹤0.01%
1,017
-26
874
$25.3K ﹤0.01%
1,950
875
$24.6K ﹤0.01%
532
33 34
35
36 37