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
1026
$10.5K ﹤0.01%
391
1027
$10.4K ﹤0.01%
194
1028
$10.3K ﹤0.01%
+430
1029
$10.3K ﹤0.01%
366
-314
1030
$10.2K ﹤0.01%
99
1031
$10.2K ﹤0.01%
175
-40
1032
$10.2K ﹤0.01%
73
-179
1033
$10.1K ﹤0.01%
49
1034
$10K ﹤0.01%
93
1035
$10K ﹤0.01%
270
1036
$9.93K ﹤0.01%
317
-3
1037
$9.67K ﹤0.01%
258
1038
$9.61K ﹤0.01%
657
+61
1039
$9.57K ﹤0.01%
27
-34
1040
$9.53K ﹤0.01%
303
1041
$9.49K ﹤0.01%
+149
1042
$9.33K ﹤0.01%
75
-6
1043
$9.3K ﹤0.01%
120
-31
1044
$9.28K ﹤0.01%
146
1045
$9.27K ﹤0.01%
145
+63
1046
$9.27K ﹤0.01%
807
1047
$9.22K ﹤0.01%
356
1048
$9.19K ﹤0.01%
173
1049
$9.18K ﹤0.01%
112
1050
$9.12K ﹤0.01%
245
40 41
42
43 44