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
251
$1.69M 0.08%
6,839
-647
252
$1.62M 0.07%
9,718
-4,770
253
$1.61M 0.07%
31,381
+4,857
254
$1.59M 0.07%
10,852
-537
255
$1.59M 0.07%
22,818
+1,735
256
$1.58M 0.07%
43,116
-4,994
257
$1.56M 0.07%
26,356
+2,220
258
$1.55M 0.07%
6,633
+428
259
$1.55M 0.07%
6,780
+1,156
260
$1.55M 0.07%
11,471
+580
261
$1.55M 0.07%
16,843
-3,618
262
$1.54M 0.07%
31,379
-15,122
263
$1.54M 0.07%
7,114
-353
264
$1.53M 0.07%
30,257
+10,789
265
$1.52M 0.07%
3,682
+255
266
$1.5M 0.07%
5,369
+13
267
$1.5M 0.07%
26,507
+2,142
268
$1.49M 0.07%
2,982
-93
269
$1.48M 0.07%
5,170
-41
270
$1.45M 0.07%
15,485
-1,218
271
$1.43M 0.06%
38,126
-1,660
272
$1.43M 0.06%
4,125
-46
273
$1.42M 0.06%
578
+39
274
$1.42M 0.06%
2,957
+282
275
$1.39M 0.06%
17,459
-809
9 10
11
12 13