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
126
$3.62M 0.19%
64,607
-9,445
127
$3.56M 0.18%
56,832
+3,386
128
$3.52M 0.18%
81,675
-2,445
129
$3.45M 0.18%
48,492
-17,475
130
$3.4M 0.17%
112,683
+5,351
131
$3.38M 0.17%
69,790
+3,757
132
$3.35M 0.17%
16,455
+2,162
133
$3.31M 0.17%
16,966
-442
134
$3.3M 0.17%
41,138
-15
135
$3.26M 0.17%
287,986
+12,584
136
$3.21M 0.16%
30,296
-931
137
$3.07M 0.16%
11,917
+218
138
$3M 0.15%
26,767
+1,613
139
$2.99M 0.15%
30,107
+2,686
140
$2.98M 0.15%
13,851
-601
141
$2.97M 0.15%
26,364
+2,084
142
$2.91M 0.15%
37,459
-1,298
143
$2.91M 0.15%
34,564
-4,820
144
$2.88M 0.15%
13,551
-377
145
$2.86M 0.15%
22,272
+2,581
146
$2.85M 0.15%
31,150
+329
147
$2.82M 0.14%
38,502
-2,363
148
$2.78M 0.14%
20,587
+296
149
$2.78M 0.14%
41,190
-105
150
$2.77M 0.14%
31,753
+2,486
4 5
6
7 8