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
1026
$7.27K ﹤0.01%
+178
1027
$7K ﹤0.01%
667
-219
1028
$7K ﹤0.01%
167
1029
$6.94K ﹤0.01%
319
-450
1030
$6.7K ﹤0.01%
454
1031
$6.7K ﹤0.01%
65
1032
$6.59K ﹤0.01%
70
1033
$6.58K ﹤0.01%
43
-5
1034
$6.41K ﹤0.01%
241
1035
$6.4K ﹤0.01%
25
-31
1036
$6.34K ﹤0.01%
97
1037
$6.27K ﹤0.01%
68
1038
$6.27K ﹤0.01%
46
1039
$6.23K ﹤0.01%
1,921
-1
1040
$6.13K ﹤0.01%
54
-5
1041
$6.02K ﹤0.01%
88
+12
1042
$5.97K ﹤0.01%
278
1043
$5.97K ﹤0.01%
161
-54
1044
$5.95K ﹤0.01%
61
-27
1045
$5.92K ﹤0.01%
32
1046
$5.82K ﹤0.01%
53
-17
1047
$5.76K ﹤0.01%
136
1048
$5.76K ﹤0.01%
154
1049
$5.6K ﹤0.01%
79
+18
1050
$5.58K ﹤0.01%
98
-18
40 41
42
43 44