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
1101
$3.21K ﹤0.01%
175
-151
1102
$3.2K ﹤0.01%
13
-28
1103
$3.18K ﹤0.01%
118
-63
1104
$3.16K ﹤0.01%
91
1105
$3.13K ﹤0.01%
28
+9
1106
$3.13K ﹤0.01%
140
1107
$2.93K ﹤0.01%
82
-93
1108
$2.87K ﹤0.01%
27
1109
$2.85K ﹤0.01%
44
1110
$2.7K ﹤0.01%
+88
1111
$2.68K ﹤0.01%
48
1112
$2.66K ﹤0.01%
91
+74
1113
$2.63K ﹤0.01%
63
1114
$2.63K ﹤0.01%
44
1115
$2.59K ﹤0.01%
57
-20
1116
$2.57K ﹤0.01%
35
1117
$2.42K ﹤0.01%
113
1118
$2.41K ﹤0.01%
77
1119
$2.41K ﹤0.01%
85
1120
$2.36K ﹤0.01%
23
1121
$2.34K ﹤0.01%
53
1122
$2.33K ﹤0.01%
126
+21
1123
$2.29K ﹤0.01%
9
1124
$2.23K ﹤0.01%
71
-423
1125
$2.22K ﹤0.01%
40
+8
43 44
45
46 47