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
726
$64.3K ﹤0.01%
1,567
+58
727
$64.2K ﹤0.01%
614
-28
728
$64K ﹤0.01%
3,083
+973
729
$62.1K ﹤0.01%
1,440
-108
730
$62K ﹤0.01%
693
-371
731
$61.7K ﹤0.01%
+1,414
732
$61K ﹤0.01%
960
+2
733
$60.8K ﹤0.01%
1,137
+1,066
734
$60.8K ﹤0.01%
3,619
-1,806
735
$60.4K ﹤0.01%
749
+66
736
$58.8K ﹤0.01%
161
-2
737
$58.7K ﹤0.01%
+805
738
$58.6K ﹤0.01%
1,004
+76
739
$58.4K ﹤0.01%
1,208
740
$58.2K ﹤0.01%
+1,574
741
$58.1K ﹤0.01%
494
-28,656
742
$57.7K ﹤0.01%
716
+184
743
$57K ﹤0.01%
993
-73
744
$56.2K ﹤0.01%
789
-9
745
$56.2K ﹤0.01%
103
-16
746
$56.1K ﹤0.01%
1,637
-34
747
$56K ﹤0.01%
1,940
+151
748
$55.9K ﹤0.01%
1,535
+211
749
$54.8K ﹤0.01%
750
-39
750
$54.4K ﹤0.01%
892
+61
28 29
30
31 32