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
1201
$517 ﹤0.01%
231
-17,164
1202
$498 ﹤0.01%
+11
1203
$486 ﹤0.01%
9
1204
$484 ﹤0.01%
2
-3
1205
$408 ﹤0.01%
2
1206
$399 ﹤0.01%
40
-52
1207
$382 ﹤0.01%
8
1208
$375 ﹤0.01%
4
-1
1209
$354 ﹤0.01%
69
1210
$341 ﹤0.01%
5
1211
$338 ﹤0.01%
+14
1212
$330 ﹤0.01%
40
-232
1213
$288 ﹤0.01%
+33
1214
$286 ﹤0.01%
38
1215
$280 ﹤0.01%
1
-7
1216
$262 ﹤0.01%
4
-7
1217
$254 ﹤0.01%
71
-13
1218
$251 ﹤0.01%
13
-12,197
1219
$235 ﹤0.01%
93
+14
1220
$230 ﹤0.01%
12
1221
$206 ﹤0.01%
2
1222
$160 ﹤0.01%
10
-545
1223
$6 ﹤0.01%
1
1224
– –
-233
1225
– –
-532
47 48
49
50 51