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
1001
$12.3K ﹤0.01%
+1,349
1002
$12.2K ﹤0.01%
498
-174
1003
$12.2K ﹤0.01%
52
+23
1004
$12.1K ﹤0.01%
704
-62
1005
$11.9K ﹤0.01%
519
-297
1006
$11.7K ﹤0.01%
30
+4
1007
$11.7K ﹤0.01%
32
-56
1008
$11.6K ﹤0.01%
789
-411
1009
$11.6K ﹤0.01%
117
+2
1010
$11.4K ﹤0.01%
45
-5
1011
$11.3K ﹤0.01%
164
1012
$11K ﹤0.01%
70
-28
1013
$11K ﹤0.01%
296
+143
1014
$11K ﹤0.01%
264
1015
$11K ﹤0.01%
100
1016
$10.9K ﹤0.01%
179
-64
1017
$10.7K ﹤0.01%
329
+247
1018
$10.6K ﹤0.01%
206
+14
1019
$10.6K ﹤0.01%
166
-23
1020
$10.6K ﹤0.01%
35
+22
1021
$10.6K ﹤0.01%
762
1022
$10.6K ﹤0.01%
108
-162
1023
$10.6K ﹤0.01%
348
+16
1024
$10.6K ﹤0.01%
+423
1025
$10.5K ﹤0.01%
303
39 40
41
42 43