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
176
$2.35M 0.12%
61,773
+5,825
177
$2.35M 0.12%
28,421
-609
178
$2.34M 0.12%
40,172
+1,916
179
$2.33M 0.12%
74,286
+4,156
180
$2.32M 0.12%
28,281
-165
181
$2.32M 0.12%
10,081
-51
182
$2.32M 0.12%
87,032
-1,920
183
$2.3M 0.12%
78,549
+3,504
184
$2.28M 0.12%
89,957
+5,544
185
$2.25M 0.12%
73,681
-3,933
186
$2.23M 0.11%
32,070
+9,265
187
$2.23M 0.11%
207,795
+58,819
188
$2.22M 0.11%
38,189
+1,512
189
$2.21M 0.11%
14,897
+247
190
$2.18M 0.11%
66,696
+7,265
191
$2.17M 0.11%
60,505
-795
192
$2.15M 0.11%
21,203
+787
193
$2.14M 0.11%
52,906
+3,060
194
$2.14M 0.11%
13,348
-123
195
$2.14M 0.11%
24,379
-294
196
$2.12M 0.11%
10,365
-2,994
197
$2.1M 0.11%
131,516
-2,928
198
$2.1M 0.11%
21,819
+9,031
199
$2.07M 0.11%
36,057
+8,034
200
$2.07M 0.11%
8,893
+54
6 7
8
9 10