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
226
$2.01M 0.09%
4,492
-54
227
$2.01M 0.09%
9,016
+403
228
$1.95M 0.09%
32,058
-2,959
229
$1.95M 0.09%
79,800
230
$1.93M 0.09%
19,457
-8,938
231
$1.92M 0.09%
13,237
-1,143
232
$1.88M 0.08%
22,732
+497
233
$1.85M 0.08%
2,634
-112
234
$1.83M 0.08%
3,400
-96
235
$1.82M 0.08%
30,120
-288
236
$1.81M 0.08%
8,012
-96
237
$1.8M 0.08%
13,485
-66
238
$1.78M 0.08%
7,099
-140
239
$1.78M 0.08%
38,041
-14,746
240
$1.78M 0.08%
23,651
-11,659
241
$1.78M 0.08%
11,092
+319
242
$1.77M 0.08%
46,741
+3,615
243
$1.77M 0.08%
63,249
+2,559
244
$1.76M 0.08%
3,517
-275
245
$1.75M 0.08%
7,629
-314
246
$1.74M 0.08%
16,706
+4,563
247
$1.74M 0.08%
27,518
-5,253
248
$1.72M 0.08%
7,586
+742
249
$1.71M 0.08%
22,411
-10,304
250
$1.69M 0.08%
21,608
-170
8 9
10
11 12