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
201
$2.07M 0.11%
15,391
-600
202
$2.05M 0.1%
8,123
+352
203
$2.04M 0.1%
9,023
-354
204
$2.04M 0.1%
19,587
-577
205
$2.02M 0.1%
15,156
+516
206
$2.01M 0.1%
26,724
-632
207
$1.99M 0.1%
141,102
+6,678
208
$1.98M 0.1%
+82,154
209
$1.98M 0.1%
24,535
+1,220
210
$1.97M 0.1%
17,339
-553
211
$1.92M 0.1%
23,095
-9,623
212
$1.92M 0.1%
12,510
+444
213
$1.91M 0.1%
77,670
+77,386
214
$1.89M 0.1%
7,921
-247
215
$1.87M 0.1%
15,540
-44
216
$1.86M 0.1%
22,849
217
$1.85M 0.09%
20,656
-412
218
$1.85M 0.09%
10,136
-415
219
$1.85M 0.09%
21,441
-2,119
220
$1.83M 0.09%
17,851
+1,346
221
$1.83M 0.09%
25,420
-9,434
222
$1.82M 0.09%
8,167
-661
223
$1.82M 0.09%
7,060
-15
224
$1.81M 0.09%
11,689
-139
225
$1.77M 0.09%
8,775
+391
7 8
9
10 11