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
876
$28.7K ﹤0.01%
3,096
-34
877
$28.4K ﹤0.01%
788
-5
878
$28.4K ﹤0.01%
269
879
$28.4K ﹤0.01%
532
880
$28.4K ﹤0.01%
700
-340
881
$28.3K ﹤0.01%
459
+65
882
$28.3K ﹤0.01%
334
+10
883
$28K ﹤0.01%
24
-15
884
$27.9K ﹤0.01%
3,482
-4,802
885
$27.8K ﹤0.01%
433
-45
886
$27.8K ﹤0.01%
110
-4
887
$27.6K ﹤0.01%
436
+222
888
$27.2K ﹤0.01%
468
+15
889
$27.1K ﹤0.01%
226
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890
$26.8K ﹤0.01%
1,330
-15
891
$26.8K ﹤0.01%
694
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892
$26.5K ﹤0.01%
2,168
-950
893
$26.2K ﹤0.01%
2,725
+1,123
894
$26.2K ﹤0.01%
519
-87
895
$26.1K ﹤0.01%
746
+482
896
$26.1K ﹤0.01%
833
-359
897
$25.9K ﹤0.01%
446
898
$25.8K ﹤0.01%
492
-22,729
899
$25.8K ﹤0.01%
442
-121
900
$25.7K ﹤0.01%
83
-4
34 35
36
37 38