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
851
$33.3K ﹤0.01%
580
+21
852
$33.2K ﹤0.01%
242
+127
853
$33K ﹤0.01%
978
+288
854
$32.8K ﹤0.01%
230
+19
855
$32.7K ﹤0.01%
1,892
-31
856
$32.6K ﹤0.01%
1,090
+67
857
$32.5K ﹤0.01%
1,361
+37
858
$32.2K ﹤0.01%
+584
859
$32.1K ﹤0.01%
439
-9
860
$31.6K ﹤0.01%
452
+342
861
$31.6K ﹤0.01%
390
+12
862
$31.6K ﹤0.01%
439
863
$31.5K ﹤0.01%
183
-166
864
$31.2K ﹤0.01%
+386
865
$31K ﹤0.01%
+101
866
$30.9K ﹤0.01%
+991
867
$30.3K ﹤0.01%
670
868
$30K ﹤0.01%
411
-233
869
$29.8K ﹤0.01%
336
-124
870
$29.2K ﹤0.01%
120
871
$29.2K ﹤0.01%
219
+1
872
$28.9K ﹤0.01%
237
873
$28.9K ﹤0.01%
1,109
-1,797
874
$28.9K ﹤0.01%
+12,852
875
$28.8K ﹤0.01%
686
33 34
35
36 37