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
101
$4.42M 0.23%
105,490
+7,983
102
$4.42M 0.23%
15,261
-503
103
$4.4M 0.23%
45,485
+878
104
$4.38M 0.22%
32,286
+1,379
105
$4.33M 0.22%
25,365
-1,052
106
$4.32M 0.22%
281,810
+45,066
107
$4.21M 0.22%
59,984
-1,174
108
$4.05M 0.21%
91,352
-2,158
109
$4.02M 0.21%
51,291
+11,952
110
$4.02M 0.21%
24,898
+8,987
111
$3.98M 0.2%
38,922
+2,415
112
$3.98M 0.2%
10,533
-232
113
$3.93M 0.2%
298,376
+80,029
114
$3.91M 0.2%
17,904
-633
115
$3.86M 0.2%
9,992
-227
116
$3.82M 0.2%
79,495
+46,264
117
$3.79M 0.19%
11,715
-1,848
118
$3.76M 0.19%
85,768
+6,636
119
$3.74M 0.19%
102,438
+3,017
120
$3.72M 0.19%
33,591
+26
121
$3.71M 0.19%
102,150
-6,597
122
$3.7M 0.19%
22,142
+355
123
$3.68M 0.19%
83,683
-683
124
$3.68M 0.19%
154,649
-1,099
125
$3.66M 0.19%
8,673
-303
3 4
5
6 7