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
1201
$851 ﹤0.01%
37
1202
$836 ﹤0.01%
46
1203
$814 ﹤0.01%
12
1204
$804 ﹤0.01%
73
1205
$778 ﹤0.01%
15
1206
$765 ﹤0.01%
20
1207
$745 ﹤0.01%
2
1208
$741 ﹤0.01%
40
1209
$730 ﹤0.01%
12
1210
$687 ﹤0.01%
3
1211
$677 ﹤0.01%
13
-758
1212
$661 ﹤0.01%
46
1213
$640 ﹤0.01%
62
1214
$631 ﹤0.01%
33
1215
$630 ﹤0.01%
68
+36
1216
$609 ﹤0.01%
16
1217
$599 ﹤0.01%
9
1218
$534 ﹤0.01%
65
1219
$506 ﹤0.01%
7
1220
$505 ﹤0.01%
133
1221
$462 ﹤0.01%
+94
1222
$447 ﹤0.01%
16
1223
$434 ﹤0.01%
5
1224
$411 ﹤0.01%
7
-915
1225
$399 ﹤0.01%
4
47 48
49
50 51