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
926
$18.5K ﹤0.01%
278
-2
927
$18.5K ﹤0.01%
267
+105
928
$18.4K ﹤0.01%
683
+100
929
$18.2K ﹤0.01%
602
930
$18.1K ﹤0.01%
110
+13
931
$18K ﹤0.01%
1,886
932
$17.9K ﹤0.01%
+859
933
$17.1K ﹤0.01%
609
934
$17K ﹤0.01%
439
-7
935
$17K ﹤0.01%
780
-35
936
$17K ﹤0.01%
205
-8
937
$16.9K ﹤0.01%
775
938
$16.8K ﹤0.01%
177
-189
939
$16.6K ﹤0.01%
1,458
-51
940
$16.6K ﹤0.01%
207
-5
941
$16.3K ﹤0.01%
93
942
$16.3K ﹤0.01%
47
943
$16.3K ﹤0.01%
1,272
944
$16.3K ﹤0.01%
98
+21
945
$16.2K ﹤0.01%
680
-190
946
$16.1K ﹤0.01%
122
-9
947
$15.9K ﹤0.01%
620
-19
948
$15.8K ﹤0.01%
280
-64
949
$15.7K ﹤0.01%
243
950
$15.2K ﹤0.01%
207
+12
36 37
38
39 40