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
$2.05B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$12.7M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.75M
5
KEY icon
KeyCorp
KEY
+$3.39M

Top Sells

1
+$9.57M
2
+$8.07M
3
+$4.5M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$4.23M
5
CVX icon
Chevron
CVX
+$4.15M

Sector Composition

1 Technology 9.12%
2 Healthcare 8.3%
3 Financials 7.04%
4 Industrials 4.37%
5 Communication Services 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$13.1K ﹤0.01%
214
977
$13.1K ﹤0.01%
94
+84
978
$13.1K ﹤0.01%
672
-620
979
$13K ﹤0.01%
1,431
+312
980
$12.4K ﹤0.01%
681
+35
981
$12.2K ﹤0.01%
209
+178
982
$12.2K ﹤0.01%
341
-3,399
983
$12K ﹤0.01%
1,459
-1,150
984
$12K ﹤0.01%
219
-31
985
$11.8K ﹤0.01%
539
-13,177
986
$11.6K ﹤0.01%
88
-32
987
$11.5K ﹤0.01%
207
-62
988
$11.5K ﹤0.01%
258
989
$11.4K ﹤0.01%
219
-23
990
$11.4K ﹤0.01%
73
-6
991
$11.3K ﹤0.01%
164
992
$11.2K ﹤0.01%
393
-121
993
$11.1K ﹤0.01%
352
-34
994
$10.9K ﹤0.01%
419
-272
995
$10.8K ﹤0.01%
229
-37
996
$10.6K ﹤0.01%
807
997
$10.6K ﹤0.01%
365
-75
998
$10.4K ﹤0.01%
81
-53
999
$10.3K ﹤0.01%
106
-50
1000
$10.3K ﹤0.01%
309
+111
38 39
40
41 42