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
751
$54.2K ﹤0.01%
564
-4,867
752
$53.6K ﹤0.01%
1,780
-369
753
$53.3K ﹤0.01%
1,769
+52
754
$53.2K ﹤0.01%
3,244
-10
755
$53.1K ﹤0.01%
526
-32
756
$52.1K ﹤0.01%
+1,457
757
$52.1K ﹤0.01%
1,781
+390
758
$51.6K ﹤0.01%
70
759
$51.5K ﹤0.01%
710
-55
760
$51.4K ﹤0.01%
1,062
+221
761
$51.3K ﹤0.01%
2,299
+230
762
$50.6K ﹤0.01%
1,900
763
$50.6K ﹤0.01%
356
-53
764
$50K ﹤0.01%
503
+6
765
$49.8K ﹤0.01%
928
-77
766
$49.8K ﹤0.01%
1,460
-111
767
$49.7K ﹤0.01%
1,844
-404
768
$49.5K ﹤0.01%
1,080
-55
769
$49.2K ﹤0.01%
576
-127
770
$48.9K ﹤0.01%
1,575
-909
771
$48.9K ﹤0.01%
1,312
-754
772
$48.8K ﹤0.01%
443
-25
773
$48.6K ﹤0.01%
444
+13
774
$48.5K ﹤0.01%
915
775
$48.2K ﹤0.01%
4,156
-572
29 30
31
32 33