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
826
$38.6K ﹤0.01%
3,253
-255
827
$37.9K ﹤0.01%
693
828
$37.5K ﹤0.01%
5,872
-9,504
829
$37.5K ﹤0.01%
812
-2,399
830
$37.3K ﹤0.01%
1,922
831
$37.3K ﹤0.01%
2,340
-132
832
$37K ﹤0.01%
116
-5
833
$36.4K ﹤0.01%
575
834
$36.2K ﹤0.01%
671
+30
835
$36.1K ﹤0.01%
256
836
$36K ﹤0.01%
814
-17
837
$35.9K ﹤0.01%
727
838
$35.6K ﹤0.01%
1,020
-72
839
$35.6K ﹤0.01%
154
-7
840
$35.5K ﹤0.01%
407
841
$34.5K ﹤0.01%
1,258
-623
842
$34K ﹤0.01%
949
-12
843
$34K ﹤0.01%
+1,941
844
$33.9K ﹤0.01%
558
-244
845
$33.9K ﹤0.01%
390
-88
846
$33.8K ﹤0.01%
682
-32
847
$33.7K ﹤0.01%
171
-38
848
$33.7K ﹤0.01%
48
+7
849
$33.5K ﹤0.01%
2,855
-36
850
$33.4K ﹤0.01%
+828
32 33
34
35 36