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
776
$48.1K ﹤0.01%
2,298
-1,097
777
$48K ﹤0.01%
329
-60
778
$47.5K ﹤0.01%
1,046
-120
779
$46.9K ﹤0.01%
327
-4,605
780
$46.4K ﹤0.01%
456
+23
781
$46.3K ﹤0.01%
1,175
782
$45.4K ﹤0.01%
1,650
-164
783
$45.3K ﹤0.01%
149
+14
784
$45.1K ﹤0.01%
690
+27
785
$44.9K ﹤0.01%
737
-55
786
$44.6K ﹤0.01%
211
787
$44.5K ﹤0.01%
354
-100
788
$44.2K ﹤0.01%
409
+49
789
$44.1K ﹤0.01%
625
-3,977
790
$44K ﹤0.01%
1,221
+33
791
$44K ﹤0.01%
369
+42
792
$44K ﹤0.01%
106
+10
793
$43.9K ﹤0.01%
2,059
-4,294
794
$43.9K ﹤0.01%
910
-110
795
$43.9K ﹤0.01%
310
+8
796
$42.9K ﹤0.01%
1,751
797
$42.9K ﹤0.01%
255
+60
798
$42.7K ﹤0.01%
277
+33
799
$42.6K ﹤0.01%
1,924
-88
800
$42.6K ﹤0.01%
1,070
-13
30 31
32
33 34