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
1126
$1.6K ﹤0.01%
188
1127
$1.57K ﹤0.01%
26
-18
1128
$1.56K ﹤0.01%
193
1129
$1.55K ﹤0.01%
31
1130
$1.54K ﹤0.01%
251
1131
$1.5K ﹤0.01%
113
1132
$1.49K ﹤0.01%
15
1133
$1.48K ﹤0.01%
25
1134
$1.47K ﹤0.01%
23
1135
$1.45K ﹤0.01%
230
1136
$1.45K ﹤0.01%
46
-115
1137
$1.44K ﹤0.01%
18
-2
1138
$1.44K ﹤0.01%
+74
1139
$1.43K ﹤0.01%
49
-14
1140
$1.42K ﹤0.01%
13
1141
$1.42K ﹤0.01%
29
1142
$1.42K ﹤0.01%
23
1143
$1.4K ﹤0.01%
20
+13
1144
$1.39K ﹤0.01%
23
-10
1145
$1.39K ﹤0.01%
30
1146
$1.31K ﹤0.01%
+63
1147
$1.28K ﹤0.01%
55
-36
1148
$1.27K ﹤0.01%
52
-168
1149
$1.25K ﹤0.01%
37
1150
$1.24K ﹤0.01%
10
44 45
46
47 48