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
876
$24.2K ﹤0.01%
326
+44
877
$24.2K ﹤0.01%
+269
878
$24K ﹤0.01%
1,113
+168
879
$23.7K ﹤0.01%
338
+58
880
$23.6K ﹤0.01%
637
881
$23.4K ﹤0.01%
568
882
$23.2K ﹤0.01%
411
883
$23K ﹤0.01%
472
-1,184
884
$22.7K ﹤0.01%
3,235
-533
885
$22.7K ﹤0.01%
337
+197
886
$22.6K ﹤0.01%
121
-9
887
$22.6K ﹤0.01%
197
-16
888
$22.2K ﹤0.01%
445
-52
889
$22K ﹤0.01%
681
-19
890
$22K ﹤0.01%
747
+156
891
$21.9K ﹤0.01%
237
892
$21.9K ﹤0.01%
552
+36
893
$21.8K ﹤0.01%
174
-8
894
$21.8K ﹤0.01%
271
895
$21.7K ﹤0.01%
2,000
896
$21.6K ﹤0.01%
690
897
$21.5K ﹤0.01%
26
-5
898
$21.2K ﹤0.01%
606
-3
899
$21.2K ﹤0.01%
566
+10
900
$21.2K ﹤0.01%
651
34 35
36
37 38