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
801
$42.4K ﹤0.01%
642
-2
802
$42.2K ﹤0.01%
914
803
$42.1K ﹤0.01%
2,158
+44
804
$42.1K ﹤0.01%
541
805
$42K ﹤0.01%
+368
806
$41.8K ﹤0.01%
342
+24
807
$41.6K ﹤0.01%
244
-144
808
$41.4K ﹤0.01%
236
-56
809
$41.2K ﹤0.01%
468
-2
810
$41.2K ﹤0.01%
619
+38
811
$41.2K ﹤0.01%
288
+190
812
$41K ﹤0.01%
841
+93
813
$41K ﹤0.01%
1,022
-181
814
$40.8K ﹤0.01%
341
+53
815
$40.6K ﹤0.01%
749
-197
816
$40.6K ﹤0.01%
279
-16
817
$40.2K ﹤0.01%
228
-3
818
$40.1K ﹤0.01%
592
819
$39.8K ﹤0.01%
26
-22
820
$39.6K ﹤0.01%
212
821
$39.2K ﹤0.01%
718
-22
822
$39.1K ﹤0.01%
792
823
$39K ﹤0.01%
358
-4
824
$39K ﹤0.01%
+1,055
825
$38.7K ﹤0.01%
1,213
+744
31 32
33
34 35