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
1051
$5.49K ﹤0.01%
182
-638
1052
$5.42K ﹤0.01%
92
+52
1053
$5.18K ﹤0.01%
319
1054
$5.15K ﹤0.01%
99
+4
1055
$5.14K ﹤0.01%
146
+7
1056
$5.14K ﹤0.01%
29
+1
1057
$5.1K ﹤0.01%
62
-8
1058
$5.07K ﹤0.01%
194
+23
1059
$5.05K ﹤0.01%
251
1060
$4.9K ﹤0.01%
318
1061
$4.8K ﹤0.01%
143
+7
1062
$4.78K ﹤0.01%
162
+8
1063
$4.75K ﹤0.01%
56
1064
$4.75K ﹤0.01%
96
+14
1065
$4.74K ﹤0.01%
460
1066
$4.65K ﹤0.01%
184
1067
$4.6K ﹤0.01%
126
+6
1068
$4.57K ﹤0.01%
445
+20
1069
$4.56K ﹤0.01%
170
1070
$4.5K ﹤0.01%
88
1071
$4.44K ﹤0.01%
394
+18
1072
$4.43K ﹤0.01%
108
1073
$4.42K ﹤0.01%
46
+32
1074
$4.24K ﹤0.01%
44
-147
1075
$4.2K ﹤0.01%
130
41 42
43
44 45