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
1076
$4.77K ﹤0.01%
108
1077
$4.75K ﹤0.01%
132
1078
$4.67K ﹤0.01%
89
1079
$4.65K ﹤0.01%
441
1080
$4.64K ﹤0.01%
56
1081
$4.62K ﹤0.01%
170
1082
$4.55K ﹤0.01%
+184
1083
$4.55K ﹤0.01%
110
-14
1084
$4.49K ﹤0.01%
201
+138
1085
$4.23K ﹤0.01%
+167
1086
$4.18K ﹤0.01%
130
1087
$4.17K ﹤0.01%
354
-36
1088
$3.98K ﹤0.01%
173
-49
1089
$3.86K ﹤0.01%
49
1090
$3.77K ﹤0.01%
498
+288
1091
$3.64K ﹤0.01%
65
-98
1092
$3.62K ﹤0.01%
139
1093
$3.61K ﹤0.01%
305
1094
$3.47K ﹤0.01%
40
-88
1095
$3.43K ﹤0.01%
105
-884
1096
$3.39K ﹤0.01%
47
+18
1097
$3.33K ﹤0.01%
58
-31
1098
$3.32K ﹤0.01%
+35
1099
$3.31K ﹤0.01%
82
1100
$3.26K ﹤0.01%
49
42 43
44
45 46