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
951
$15.2K ﹤0.01%
186
-630
952
$15.1K ﹤0.01%
123
953
$14.7K ﹤0.01%
633
-48
954
$14.6K ﹤0.01%
339
-135
955
$14.5K ﹤0.01%
44
+43
956
$14.4K ﹤0.01%
161
-85
957
$14.2K ﹤0.01%
179
958
$14.2K ﹤0.01%
172
959
$14K ﹤0.01%
647
+41
960
$13.8K ﹤0.01%
379
961
$13.7K ﹤0.01%
142
962
$13.6K ﹤0.01%
431
963
$13.5K ﹤0.01%
206
-69
964
$13.5K ﹤0.01%
152
-15
965
$13.3K ﹤0.01%
188
+148
966
$13.3K ﹤0.01%
514
-392
967
$13.2K ﹤0.01%
1,100
-183
968
$13.2K ﹤0.01%
126
-169
969
$12.8K ﹤0.01%
169
-11
970
$12.6K ﹤0.01%
209
971
$12.6K ﹤0.01%
162
+88
972
$12.6K ﹤0.01%
214
973
$12.4K ﹤0.01%
90
+9
974
$12.3K ﹤0.01%
131
975
$12.1K ﹤0.01%
348
-4
37 38
39
40 41