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
1176
$1.29K ﹤0.01%
193
1177
$1.29K ﹤0.01%
30
1178
$1.27K ﹤0.01%
23
1179
$1.25K ﹤0.01%
251
1180
$1.24K ﹤0.01%
+11
1181
$1.21K ﹤0.01%
79
-457
1182
$1.2K ﹤0.01%
4
1183
$1.2K ﹤0.01%
19
1184
$1.14K ﹤0.01%
14
+8
1185
$1.14K ﹤0.01%
37
+25
1186
$1.13K ﹤0.01%
31
1187
$1.07K ﹤0.01%
+20
1188
$1.04K ﹤0.01%
49
1189
$1.04K ﹤0.01%
12
1190
$1.01K ﹤0.01%
17
1191
$966 ﹤0.01%
55
+21
1192
$953 ﹤0.01%
25
1193
$919 ﹤0.01%
37
1194
$910 ﹤0.01%
47
+16
1195
$908 ﹤0.01%
246
+53
1196
$903 ﹤0.01%
55
1197
$897 ﹤0.01%
89
1198
$895 ﹤0.01%
153
1199
$869 ﹤0.01%
25
1200
$855 ﹤0.01%
91
-136
46 47
48
49 50