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
101
$4.67M 0.23%
93,510
-6,301
102
$4.66M 0.23%
74,052
-3,704
103
$4.57M 0.22%
26,417
+145
104
$4.54M 0.22%
115,813
-100
105
$4.54M 0.22%
71,790
-954
106
$4.5M 0.22%
30,016
+5,824
107
$4.45M 0.22%
93,502
+27,452
108
$4.44M 0.22%
15,764
+4,750
109
$4.44M 0.22%
108,747
-2,521
110
$4.42M 0.22%
21,297
-448
111
$4.4M 0.21%
13,563
-349
112
$4.39M 0.21%
10,219
-759
113
$4.29M 0.21%
275,402
+39,021
114
$4.14M 0.2%
99,421
-7,325
115
$4.11M 0.2%
84,366
-4,490
116
$4.02M 0.2%
66,033
-1,798
117
$3.84M 0.19%
33,565
+924
118
$3.83M 0.19%
252,140
-96,010
119
$3.83M 0.19%
84,120
-4,469
120
$3.8M 0.19%
155,748
-8,448
121
$3.79M 0.18%
21,787
+521
122
$3.75M 0.18%
41,153
-7,448
123
$3.71M 0.18%
17,408
+250
124
$3.7M 0.18%
14,452
-669
125
$3.7M 0.18%
8,976
-3,094
3 4
5
6 7