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
951
$19.8K ﹤0.01%
108
-1
952
$19.3K ﹤0.01%
493
-3,637
953
$19.3K ﹤0.01%
547
954
$19.2K ﹤0.01%
603
955
$19.1K ﹤0.01%
2,662
-10,674
956
$18.9K ﹤0.01%
755
-318
957
$18.8K ﹤0.01%
699
-459
958
$18.7K ﹤0.01%
202
-135
959
$18.4K ﹤0.01%
68
-88
960
$18.3K ﹤0.01%
+2,211
961
$18.3K ﹤0.01%
628
962
$18.2K ﹤0.01%
88
-38
963
$18.1K ﹤0.01%
442
-195
964
$17.1K ﹤0.01%
232
+10
965
$17K ﹤0.01%
2,583
-4,330
966
$17K ﹤0.01%
127
-441
967
$16.9K ﹤0.01%
262
-130
968
$16.3K ﹤0.01%
1,606
+180
969
$16.3K ﹤0.01%
214
+139
970
$16.2K ﹤0.01%
91
971
$16.2K ﹤0.01%
+864
972
$16K ﹤0.01%
404
973
$15.8K ﹤0.01%
229
974
$15.8K ﹤0.01%
1,272
975
$15.4K ﹤0.01%
106
+2
37 38
39
40 41