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
926
$22.3K ﹤0.01%
+1,277
927
$22.2K ﹤0.01%
217
-11
928
$22.1K ﹤0.01%
612
-130
929
$22K ﹤0.01%
239
+80
930
$21.8K ﹤0.01%
+1,003
931
$21.8K ﹤0.01%
928
-129
932
$21.7K ﹤0.01%
+6,735
933
$21.6K ﹤0.01%
+369
934
$21.6K ﹤0.01%
483
935
$21.5K ﹤0.01%
192
+46
936
$21.5K ﹤0.01%
132
-126
937
$21.5K ﹤0.01%
410
-110
938
$21.4K ﹤0.01%
65
+3
939
$21.4K ﹤0.01%
373
-6
940
$21.3K ﹤0.01%
190
+74
941
$21.3K ﹤0.01%
388
+10
942
$21.3K ﹤0.01%
175
+20
943
$20.7K ﹤0.01%
739
-1,222
944
$20.5K ﹤0.01%
169
-141
945
$20.5K ﹤0.01%
132
-20
946
$20.4K ﹤0.01%
911
-3,804
947
$20.4K ﹤0.01%
140
-58
948
$20.2K ﹤0.01%
93
+33
949
$20.2K ﹤0.01%
936
+174
950
$20.1K ﹤0.01%
243
36 37
38
39 40