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
1126
$3.34K ﹤0.01%
35
1127
$3.34K ﹤0.01%
263
-76
1128
$3.33K ﹤0.01%
202
-934
1129
$3.31K ﹤0.01%
81
-4,890
1130
$3.29K ﹤0.01%
344
-444
1131
$3.29K ﹤0.01%
49
1132
$3.29K ﹤0.01%
88
-48
1133
$3.22K ﹤0.01%
267
+37
1134
$3.16K ﹤0.01%
+81
1135
$3.15K ﹤0.01%
53
-413
1136
$3.07K ﹤0.01%
21
1137
$2.85K ﹤0.01%
83
+5
1138
$2.74K ﹤0.01%
+201
1139
$2.72K ﹤0.01%
113
1140
$2.69K ﹤0.01%
16
-103
1141
$2.69K ﹤0.01%
24
+8
1142
$2.65K ﹤0.01%
36
1143
$2.57K ﹤0.01%
139
1144
$2.54K ﹤0.01%
40
-206
1145
$2.49K ﹤0.01%
104
1146
$2.46K ﹤0.01%
+129
1147
$2.43K ﹤0.01%
30
-91
1148
$2.42K ﹤0.01%
126
1149
$2.22K ﹤0.01%
+189
1150
$2.22K ﹤0.01%
55
-198
44 45
46
47 48