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
1076
$7.26K ﹤0.01%
219
1077
$7.23K ﹤0.01%
22
-1,580
1078
$7.22K ﹤0.01%
44
1079
$7.1K ﹤0.01%
178
-2
1080
$7.03K ﹤0.01%
85
+17
1081
$6.97K ﹤0.01%
472
1082
$6.83K ﹤0.01%
94
-305
1083
$6.76K ﹤0.01%
+124
1084
$6.59K ﹤0.01%
5
1085
$6.43K ﹤0.01%
181
-12,581
1086
$6.38K ﹤0.01%
63
1087
$6.19K ﹤0.01%
44
-72
1088
$6.18K ﹤0.01%
460
1089
$6.16K ﹤0.01%
+151
1090
$5.93K ﹤0.01%
211
-16
1091
$5.91K ﹤0.01%
99
1092
$5.87K ﹤0.01%
+93
1093
$5.85K ﹤0.01%
88
1094
$5.58K ﹤0.01%
93
+17
1095
$5.54K ﹤0.01%
318
1096
$5.54K ﹤0.01%
65
1097
$5.51K ﹤0.01%
160
1098
$5.47K ﹤0.01%
48
-14
1099
$5.39K ﹤0.01%
161
1100
$5.38K ﹤0.01%
108
42 43
44
45 46