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
701
$71.2K ﹤0.01%
2,020
-237
702
$70.5K ﹤0.01%
1,868
-3,728
703
$70.4K ﹤0.01%
811
+381
704
$69.8K ﹤0.01%
601
-12
705
$69.8K ﹤0.01%
2,738
+865
706
$69.6K ﹤0.01%
937
-22
707
$69.6K ﹤0.01%
1,845
-1,013
708
$69.4K ﹤0.01%
623
-43
709
$69.2K ﹤0.01%
13,163
710
$69.1K ﹤0.01%
745
-64
711
$68.9K ﹤0.01%
1,201
-120
712
$68.8K ﹤0.01%
1,872
+466
713
$68.3K ﹤0.01%
872
-128
714
$68K ﹤0.01%
589
+39
715
$67.3K ﹤0.01%
1,556
+163
716
$67.2K ﹤0.01%
16,318
+1,453
717
$67K ﹤0.01%
745
-47
718
$66.1K ﹤0.01%
2,588
+6
719
$65.7K ﹤0.01%
23,288
+14,681
720
$65.6K ﹤0.01%
1,167
-13
721
$65.6K ﹤0.01%
395
+3
722
$65.5K ﹤0.01%
886
+44
723
$65.3K ﹤0.01%
2,226
+166
724
$64.9K ﹤0.01%
604
725
$64.4K ﹤0.01%
+2,374
27 28
29
30 31