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
1101
$5.33K ﹤0.01%
86
1102
$5.33K ﹤0.01%
52
1103
$5.29K ﹤0.01%
251
1104
$5.16K ﹤0.01%
+1,166
1105
$5.09K ﹤0.01%
170
1106
$4.87K ﹤0.01%
184
1107
$4.62K ﹤0.01%
68
+11
1108
$4.61K ﹤0.01%
306
1109
$4.6K ﹤0.01%
+240
1110
$4.53K ﹤0.01%
170
1111
$4.52K ﹤0.01%
183
1112
$4.36K ﹤0.01%
34
1113
$4.33K ﹤0.01%
130
1114
$4.3K ﹤0.01%
58
-6
1115
$4.2K ﹤0.01%
214
1116
$4.19K ﹤0.01%
44
1117
$3.99K ﹤0.01%
1,718
+1,241
1118
$3.9K ﹤0.01%
538
1119
$3.85K ﹤0.01%
119
+65
1120
$3.76K ﹤0.01%
28
+25
1121
$3.74K ﹤0.01%
358
-1,734
1122
$3.7K ﹤0.01%
201
1123
$3.5K ﹤0.01%
140
1124
$3.39K ﹤0.01%
119
+67
1125
$3.35K ﹤0.01%
282
+94
43 44
45
46 47