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
1051
$5.47K ﹤0.01%
95
-86
1052
$5.44K ﹤0.01%
170
1053
$5.42K ﹤0.01%
460
-544
1054
$5.29K ﹤0.01%
376
1055
$5.28K ﹤0.01%
79
-28
1056
$5.26K ﹤0.01%
+82
1057
$5.25K ﹤0.01%
71
1058
$5.22K ﹤0.01%
534
-1
1059
$5.13K ﹤0.01%
88
1060
$5.12K ﹤0.01%
+28
1061
$5.1K ﹤0.01%
376
-59
1062
$5.09K ﹤0.01%
350
1063
$5.08K ﹤0.01%
251
1064
$5.05K ﹤0.01%
318
1065
$5.04K ﹤0.01%
225
1066
$4.99K ﹤0.01%
425
1067
$4.9K ﹤0.01%
120
1068
$4.88K ﹤0.01%
74
1069
$4.88K ﹤0.01%
102
1070
$4.87K ﹤0.01%
171
-222
1071
$4.87K ﹤0.01%
64
-166
1072
$4.86K ﹤0.01%
+139
1073
$4.83K ﹤0.01%
45
-9
1074
$4.8K ﹤0.01%
122
1075
$4.78K ﹤0.01%
574
+176
41 42
43
44 45