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
1151
$1.21K ﹤0.01%
47
1152
$1.19K ﹤0.01%
20
+5
1153
$1.17K ﹤0.01%
26
1154
$1.17K ﹤0.01%
37
-40
1155
$1.15K ﹤0.01%
62
1156
$1.13K ﹤0.01%
95
-42
1157
$1.02K ﹤0.01%
4
-4
1158
$1.01K ﹤0.01%
16
+2
1159
$1K ﹤0.01%
28
-4
1160
$985 ﹤0.01%
13
1161
$964 ﹤0.01%
56
1162
$963 ﹤0.01%
62
1163
$957 ﹤0.01%
19
1164
$897 ﹤0.01%
25
1165
$885 ﹤0.01%
41
+27
1166
$881 ﹤0.01%
7
1167
$878 ﹤0.01%
153
1168
$845 ﹤0.01%
+145
1169
$816 ﹤0.01%
31
1170
$808 ﹤0.01%
25
1171
$787 ﹤0.01%
16
1172
$777 ﹤0.01%
55
1173
$765 ﹤0.01%
9
1174
$754 ﹤0.01%
5
1175
$737 ﹤0.01%
73
45 46
47
48 49