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
1001
$9.56K ﹤0.01%
355
-345
1002
$9.48K ﹤0.01%
206
-13
1003
$9.47K ﹤0.01%
164
1004
$9.4K ﹤0.01%
99
+34
1005
$9.4K ﹤0.01%
151
-671
1006
$9.28K ﹤0.01%
807
1007
$9.15K ﹤0.01%
113
+42
1008
$9.11K ﹤0.01%
264
+97
1009
$9.09K ﹤0.01%
128
+15
1010
$9.04K ﹤0.01%
+1,484
1011
$8.73K ﹤0.01%
752
+298
1012
$8.59K ﹤0.01%
+190
1013
$8.58K ﹤0.01%
341
1014
$8.57K ﹤0.01%
115
1015
$8.49K ﹤0.01%
221
1016
$8.43K ﹤0.01%
129
+50
1017
$8.25K ﹤0.01%
93
1018
$8.25K ﹤0.01%
62
-4
1019
$8.23K ﹤0.01%
44
1020
$8.16K ﹤0.01%
194
+84
1021
$8.1K ﹤0.01%
587
+237
1022
$8.06K ﹤0.01%
164
1023
$8.02K ﹤0.01%
285
1024
$8.01K ﹤0.01%
36
+11
1025
$7.98K ﹤0.01%
219
+117
39 40
41
42 43