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
1101
$2.38K ﹤0.01%
192
-59,738
1102
$2.33K ﹤0.01%
48
1103
$2.25K ﹤0.01%
139
-41,724
1104
$2.2K ﹤0.01%
71
1105
$2.15K ﹤0.01%
89
-152
1106
$2.13K ﹤0.01%
126
1107
$2.12K ﹤0.01%
127
-46
1108
$2.12K ﹤0.01%
+65
1109
$2.05K ﹤0.01%
53
1110
$2.04K ﹤0.01%
53
1111
$2.02K ﹤0.01%
14
1112
$2.01K ﹤0.01%
16
1113
$1.95K ﹤0.01%
29
-15
1114
$1.9K ﹤0.01%
23
1115
$1.86K ﹤0.01%
23
1116
$1.83K ﹤0.01%
42
-21
1117
$1.8K ﹤0.01%
9
1118
$1.79K ﹤0.01%
9
1119
$1.76K ﹤0.01%
22
1120
$1.72K ﹤0.01%
75
1121
$1.7K ﹤0.01%
84
1122
$1.69K ﹤0.01%
25
-22
1123
$1.63K ﹤0.01%
54
1124
$1.62K ﹤0.01%
33
1125
$1.6K ﹤0.01%
30
-28
43 44
45
46 47