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
1151
$2.21K ﹤0.01%
39
+10
1152
$2.18K ﹤0.01%
53
1153
$2.17K ﹤0.01%
270
-11
1154
$2.15K ﹤0.01%
24
1155
$1.9K ﹤0.01%
33
1156
$1.89K ﹤0.01%
23
1157
$1.88K ﹤0.01%
88
+43
1158
$1.85K ﹤0.01%
106
1159
$1.83K ﹤0.01%
67
-4
1160
$1.82K ﹤0.01%
50
-581
1161
$1.8K ﹤0.01%
9
1162
$1.76K ﹤0.01%
23
1163
$1.74K ﹤0.01%
26
1164
$1.69K ﹤0.01%
63
1165
$1.67K ﹤0.01%
49
1166
$1.65K ﹤0.01%
23
1167
$1.64K ﹤0.01%
63
1168
$1.6K ﹤0.01%
74
1169
$1.56K ﹤0.01%
191
-2,103
1170
$1.53K ﹤0.01%
16
1171
$1.46K ﹤0.01%
13
1172
$1.39K ﹤0.01%
30
1173
$1.33K ﹤0.01%
62
1174
$1.33K ﹤0.01%
75
1175
$1.31K ﹤0.01%
18
-8
45 46
47
48 49