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
1051
$8.98K ﹤0.01%
191
-17
1052
$8.93K ﹤0.01%
364
1053
$8.66K ﹤0.01%
210
1054
$8.66K ﹤0.01%
2,028
+142
1055
$8.66K ﹤0.01%
59
-15
1056
$8.63K ﹤0.01%
272
-13
1057
$8.46K ﹤0.01%
752
1058
$8.22K ﹤0.01%
152
-38
1059
$8.21K ﹤0.01%
869
+406
1060
$8.14K ﹤0.01%
113
+14
1061
$7.87K ﹤0.01%
319
1062
$7.85K ﹤0.01%
+316
1063
$7.79K ﹤0.01%
213
-2
1064
$7.78K ﹤0.01%
80
+14
1065
$7.68K ﹤0.01%
157
1066
$7.64K ﹤0.01%
269
-486
1067
$7.63K ﹤0.01%
+596
1068
$7.6K ﹤0.01%
+2,868
1069
$7.55K ﹤0.01%
115
1070
$7.47K ﹤0.01%
55
-140
1071
$7.45K ﹤0.01%
32
1072
$7.37K ﹤0.01%
+68
1073
$7.28K ﹤0.01%
1,000
1074
$7.28K ﹤0.01%
47
-15
1075
$7.28K ﹤0.01%
470
-13
41 42
43
44 45