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
1001
$10.2K ﹤0.01%
77
-3
1002
$10.1K ﹤0.01%
113
-111
1003
$10.1K ﹤0.01%
507
1004
$10.1K ﹤0.01%
140
-145
1005
$10.1K ﹤0.01%
152
1006
$9.44K ﹤0.01%
245
1007
$9.28K ﹤0.01%
245
+55
1008
$9.25K ﹤0.01%
256
-269
1009
$9.24K ﹤0.01%
311
-37
1010
$9.13K ﹤0.01%
115
1011
$9.06K ﹤0.01%
221
-46
1012
$8.78K ﹤0.01%
1,049
+49
1013
$8.61K ﹤0.01%
173
-40
1014
$8.49K ﹤0.01%
164
+49
1015
$8.31K ﹤0.01%
93
1016
$8.26K ﹤0.01%
189
-179
1017
$8.18K ﹤0.01%
99
-86
1018
$8.04K ﹤0.01%
71
-24
1019
$7.66K ﹤0.01%
44
1020
$7.59K ﹤0.01%
157
-733
1021
$7.56K ﹤0.01%
66
-7
1022
$7.51K ﹤0.01%
285
-361
1023
$7.44K ﹤0.01%
220
-145
1024
$7.42K ﹤0.01%
111
1025
$7.33K ﹤0.01%
284
-8
39 40
41
42 43