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
$2.23B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,274
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.7M
3
+$16.8M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.87M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.61M

Top Sells

1
+$23.7M
2
+$15.6M
3
+$11.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.56M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.81M

Sector Composition

1 Technology 9.34%
2 Healthcare 7.36%
3 Financials 6.7%
4 Industrials 4.64%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$98.4K ﹤0.01%
2,966
+1,951
652
$98.3K ﹤0.01%
708
+517
653
$97.6K ﹤0.01%
6,291
+1,402
654
$97.3K ﹤0.01%
862
-8
655
$96.9K ﹤0.01%
1,235
+212
656
$95.7K ﹤0.01%
2,713
-90
657
$94.3K ﹤0.01%
33,426
-2,636
658
$93.6K ﹤0.01%
1,797
-592
659
$92.3K ﹤0.01%
2,351
+2,211
660
$92K ﹤0.01%
1,508
+57
661
$91.6K ﹤0.01%
523
+97
662
$91.2K ﹤0.01%
207
-12
663
$91.2K ﹤0.01%
+604
664
$90.6K ﹤0.01%
600
+66
665
$89.6K ﹤0.01%
1,634
+1,293
666
$89.1K ﹤0.01%
439
-32
667
$89K ﹤0.01%
1,644
-813
668
$86.2K ﹤0.01%
504
+65
669
$86K ﹤0.01%
380
+2
670
$85.9K ﹤0.01%
+2,688
671
$85.6K ﹤0.01%
740
-116
672
$85K ﹤0.01%
1,689
-486
673
$85K ﹤0.01%
1,458
+27
674
$84.9K ﹤0.01%
1,736
+711
675
$84.4K ﹤0.01%
+767
25 26
27
28 29