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
676
$84.4K ﹤0.01%
1,047
+21
677
$84.1K ﹤0.01%
460
+54
678
$83.9K ﹤0.01%
98,390
679
$82.6K ﹤0.01%
60
-1
680
$82.2K ﹤0.01%
2,540
-215
681
$81.1K ﹤0.01%
5,869
-1,362
682
$81K ﹤0.01%
370
+27
683
$80.2K ﹤0.01%
1,348
+30
684
$79.9K ﹤0.01%
1,700
-195
685
$79.3K ﹤0.01%
1,427
+605
686
$79K ﹤0.01%
2,256
+801
687
$78.7K ﹤0.01%
823
+18
688
$78.7K ﹤0.01%
933
+716
689
$78.6K ﹤0.01%
4,764
-911
690
$77.8K ﹤0.01%
1,136
+259
691
$77.6K ﹤0.01%
1,848
+192
692
$76.2K ﹤0.01%
1,433
-12
693
$75.8K ﹤0.01%
746
+18
694
$75.7K ﹤0.01%
2,423
+66
695
$73K ﹤0.01%
403
-260
696
$72.6K ﹤0.01%
1,492
-70
697
$72.2K ﹤0.01%
537
+100
698
$71.9K ﹤0.01%
369
-106
699
$71.9K ﹤0.01%
921
-451
700
$71.4K ﹤0.01%
3,848
+35
26 27
28
29 30