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
76
$5.53M 0.28%
76,896
+5,106
77
$5.41M 0.28%
125,199
-1,239
78
$5.4M 0.28%
188,743
+12,531
79
$5.38M 0.28%
109,120
-529
80
$5.35M 0.27%
143,516
+13,253
81
$5.3M 0.27%
28,194
+3,162
82
$5.18M 0.27%
37,173
+420
83
$5.15M 0.26%
28,695
+3,041
84
$5.15M 0.26%
117,668
+3,661
85
$5.13M 0.26%
115,560
+9,500
86
$5.06M 0.26%
172,370
+12,943
87
$5M 0.26%
29,172
+395
88
$4.99M 0.26%
82,178
-8,405
89
$4.96M 0.25%
30,376
-247
90
$4.89M 0.25%
121,653
+5,840
91
$4.84M 0.25%
128,769
+4,293
92
$4.77M 0.24%
70,092
+4,298
93
$4.76M 0.24%
29,134
-882
94
$4.72M 0.24%
106,194
+12,692
95
$4.69M 0.24%
42,679
+20,114
96
$4.66M 0.24%
63,451
-10,255
97
$4.53M 0.23%
51,871
-30,226
98
$4.47M 0.23%
279,177
+80,848
99
$4.46M 0.23%
22,601
+1,304
100
$4.43M 0.23%
8,051
-490
2 3
4
5 6