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
201
$2.06M 0.1%
21,068
-475
202
$2.06M 0.1%
13,471
-1,059
203
$2.06M 0.1%
33,147
+671
204
$2.04M 0.1%
12,066
-509
205
$2.03M 0.1%
59,431
-1,682
206
$2M 0.1%
25,353
-697
207
$2M 0.1%
134,424
208
$1.97M 0.1%
9,377
-406
209
$1.97M 0.1%
17,892
+51
210
$1.95M 0.1%
33,618
+6,318
211
$1.91M 0.09%
23,315
+113
212
$1.9M 0.09%
7,055
-22
213
$1.9M 0.09%
10,551
-203
214
$1.89M 0.09%
47,763
-2,057
215
$1.89M 0.09%
8,430
+3,066
216
$1.89M 0.09%
28,023
-1,790
217
$1.89M 0.09%
64,119
-3,937
218
$1.86M 0.09%
3,953
-169
219
$1.85M 0.09%
148,976
+118,408
220
$1.85M 0.09%
134,444
+160
221
$1.85M 0.09%
7,771
+211
222
$1.84M 0.09%
14,640
-501
223
$1.82M 0.09%
27,545
-1,331
224
$1.82M 0.09%
11,828
-625
225
$1.81M 0.09%
24,211
-2,205
7 8
9
10 11