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
1026
$7.94K ﹤0.01%
391
+166
1027
$7.93K ﹤0.01%
+74
1028
$7.63K ﹤0.01%
256
1029
$7.43K ﹤0.01%
54
1030
$7.38K ﹤0.01%
167
+78
1031
$7.34K ﹤0.01%
255
+88
1032
$7.33K ﹤0.01%
245
1033
$7.29K ﹤0.01%
170
+59
1034
$7.12K ﹤0.01%
507
1035
$7.09K ﹤0.01%
49
+6
1036
$7.07K ﹤0.01%
1,921
1037
$7.07K ﹤0.01%
75
+55
1038
$6.82K ﹤0.01%
157
1039
$6.82K ﹤0.01%
816
+149
1040
$6.69K ﹤0.01%
63
+2
1041
$6.65K ﹤0.01%
32
1042
$6.63K ﹤0.01%
1,000
-49
1043
$6.6K ﹤0.01%
99
+11
1044
$6.58K ﹤0.01%
538
+233
1045
$6.32K ﹤0.01%
194
+76
1046
$6.31K ﹤0.01%
106
-410
1047
$5.82K ﹤0.01%
123
-66
1048
$5.79K ﹤0.01%
80
+35
1049
$5.79K ﹤0.01%
82
+3
1050
$5.51K ﹤0.01%
68
40 41
42
43 44