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
1076
$4.19K ﹤0.01%
170
1077
$4.15K ﹤0.01%
463
+22
1078
$3.9K ﹤0.01%
472
-62
1079
$3.86K ﹤0.01%
49
1080
$3.81K ﹤0.01%
201
1081
$3.8K ﹤0.01%
339
-15
1082
$3.69K ﹤0.01%
65
1083
$3.51K ﹤0.01%
122
1084
$3.4K ﹤0.01%
140
+8
1085
$3.35K ﹤0.01%
139
1086
$3.25K ﹤0.01%
273
-1,902
1087
$3.05K ﹤0.01%
325
-58,843
1088
$3.02K ﹤0.01%
116
+11
1089
$3K ﹤0.01%
+72
1090
$2.94K ﹤0.01%
49
1091
$2.93K ﹤0.01%
140
1092
$2.82K ﹤0.01%
27
1093
$2.8K ﹤0.01%
21
-52
1094
$2.8K ﹤0.01%
91
1095
$2.78K ﹤0.01%
35
1096
$2.78K ﹤0.01%
82
1097
$2.74K ﹤0.01%
175
1098
$2.6K ﹤0.01%
57
1099
$2.51K ﹤0.01%
19
1100
$2.51K ﹤0.01%
56
-42
42 43
44
45 46