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
901
$21K ﹤0.01%
647
-18
902
$20.9K ﹤0.01%
378
+49
903
$20.9K ﹤0.01%
1,193
+150
904
$20.8K ﹤0.01%
225
905
$20.8K ﹤0.01%
94
-1,950
906
$20.8K ﹤0.01%
174
+86
907
$20.8K ﹤0.01%
737
-94
908
$20.6K ﹤0.01%
612
909
$20.3K ﹤0.01%
473
910
$20.2K ﹤0.01%
2,484
+1,053
911
$20.2K ﹤0.01%
372
-26
912
$20.2K ﹤0.01%
65
-3
913
$20K ﹤0.01%
378
+171
914
$20K ﹤0.01%
358
-109
915
$19.6K ﹤0.01%
417
+76
916
$19.6K ﹤0.01%
469
917
$19.6K ﹤0.01%
2,296
-376
918
$19.6K ﹤0.01%
33
-9
919
$19.4K ﹤0.01%
1,950
920
$19.2K ﹤0.01%
126
+32
921
$19.1K ﹤0.01%
399
-29
922
$19.1K ﹤0.01%
471
-1
923
$19.1K ﹤0.01%
+3,825
924
$18.9K ﹤0.01%
308
925
$18.6K ﹤0.01%
623
+125
35 36
37
38 39