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
851
$27.6K ﹤0.01%
705
+64
852
$26.9K ﹤0.01%
680
-200
853
$26.8K ﹤0.01%
1,015
-10
854
$26.8K ﹤0.01%
96
+3
855
$26.5K ﹤0.01%
292
+56
856
$26.4K ﹤0.01%
442
+106
857
$26.3K ﹤0.01%
1,330
+82
858
$26.3K ﹤0.01%
1,739
+538
859
$26K ﹤0.01%
340
-27
860
$25.9K ﹤0.01%
344
861
$25.9K ﹤0.01%
593
862
$25.7K ﹤0.01%
802
863
$25.6K ﹤0.01%
2,891
864
$25.6K ﹤0.01%
233
865
$25.5K ﹤0.01%
571
-365
866
$25.5K ﹤0.01%
227
-8
867
$25.4K ﹤0.01%
587
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868
$25.3K ﹤0.01%
998
869
$25.3K ﹤0.01%
739
-314
870
$25.1K ﹤0.01%
+960
871
$24.8K ﹤0.01%
275
+47
872
$24.6K ﹤0.01%
491
+230
873
$24.4K ﹤0.01%
104
-221
874
$24.3K ﹤0.01%
532
875
$24.3K ﹤0.01%
578
33 34
35
36 37