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
151
$2.77M 0.14%
66,285
+424
152
$2.76M 0.14%
10,319
+3,264
153
$2.76M 0.14%
8,673
-327
154
$2.74M 0.14%
63,743
-7,110
155
$2.71M 0.14%
43,672
+2,819
156
$2.71M 0.14%
17,177
-13
157
$2.69M 0.14%
32,839
-969
158
$2.68M 0.14%
35,512
+215
159
$2.66M 0.14%
218,470
-33,670
160
$2.65M 0.14%
72,530
-2,420
161
$2.61M 0.13%
64,594
+12,202
162
$2.6M 0.13%
8,588
-1,044
163
$2.58M 0.13%
35,499
+689
164
$2.58M 0.13%
15,092
-804
165
$2.52M 0.13%
26,458
-2,999
166
$2.5M 0.13%
27,817
+2,073
167
$2.48M 0.13%
12,600
-300
168
$2.45M 0.13%
21,939
+875
169
$2.44M 0.13%
20,584
-71
170
$2.44M 0.13%
16,993
+447
171
$2.43M 0.12%
9,289
-172
172
$2.42M 0.12%
40,742
+474
173
$2.42M 0.12%
41,848
-8,871
174
$2.41M 0.12%
8,682
-1,108
175
$2.4M 0.12%
9,039
+609
5 6
7
8 9