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
976
$11.9K ﹤0.01%
+129
977
$11.8K ﹤0.01%
672
978
$11.7K ﹤0.01%
258
979
$11.5K ﹤0.01%
573
+34
980
$11.3K ﹤0.01%
49
-9
981
$11.3K ﹤0.01%
444
+166
982
$11.1K ﹤0.01%
152
983
$11.1K ﹤0.01%
388
+77
984
$10.9K ﹤0.01%
239
+10
985
$10.8K ﹤0.01%
222
+3
986
$10.8K ﹤0.01%
327
+280
987
$10.7K ﹤0.01%
53
+40
988
$10.7K ﹤0.01%
1,098
-361
989
$10.6K ﹤0.01%
113
-259
990
$10.6K ﹤0.01%
106
991
$10.5K ﹤0.01%
72
-32
992
$10.4K ﹤0.01%
387
-27
993
$10.4K ﹤0.01%
235
-234
994
$10.1K ﹤0.01%
399
+90
995
$9.98K ﹤0.01%
431
+38
996
$9.82K ﹤0.01%
206
+33
997
$9.69K ﹤0.01%
148
+51
998
$9.68K ﹤0.01%
303
-911
999
$9.66K ﹤0.01%
127
+28
1000
$9.6K ﹤0.01%
77
+42
38 39
40
41 42