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
1201
$300 ﹤0.01%
8
1202
$282 ﹤0.01%
2
1203
$266 ﹤0.01%
36
+3
1204
$266 ﹤0.01%
+9
1205
$245 ﹤0.01%
93
1206
$234 ﹤0.01%
71
1207
$218 ﹤0.01%
27
-11
1208
$217 ﹤0.01%
67
-2
1209
$197 ﹤0.01%
24
-16
1210
$190 ﹤0.01%
2
1211
$4 ﹤0.01%
1
1212
– –
-66
1213
– –
-1,017
1214
– –
-46
1215
– –
-74
1216
– –
-30,417
1217
– –
-664
1218
– –
-30
1219
– –
-1,252
1220
– –
-82
1221
– –
-786
1222
– –
-42
1223
– –
-1,488
1224
– –
-835
1225
– –
-53
47 48
49
50 51