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
976
$15.3K ﹤0.01%
319
-36
977
$15K ﹤0.01%
248
-91
978
$14.9K ﹤0.01%
123
979
$14.9K ﹤0.01%
664
-266
980
$14.9K ﹤0.01%
362
981
$14.8K ﹤0.01%
112
-187
982
$14.7K ﹤0.01%
382
-156
983
$14.7K ﹤0.01%
49
-36
984
$14.5K ﹤0.01%
178
+5
985
$14.5K ﹤0.01%
183
-50
986
$14.4K ﹤0.01%
2,033
987
$14.2K ﹤0.01%
614
988
$14K ﹤0.01%
174
989
$13.9K ﹤0.01%
510
-44
990
$13.7K ﹤0.01%
141
+12
991
$13.6K ﹤0.01%
142
992
$13.6K ﹤0.01%
24
-9
993
$13.5K ﹤0.01%
131
994
$13.5K ﹤0.01%
1,950
995
$13.4K ﹤0.01%
933
-37
996
$13.2K ﹤0.01%
431
997
$12.9K ﹤0.01%
339
998
$12.8K ﹤0.01%
48
+20
999
$12.7K ﹤0.01%
65
-15
1000
$12.6K ﹤0.01%
113
38 39
40
41 42