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
301
$1.18M 0.05%
5,668
-129
302
$1.18M 0.05%
48,910
+17,933
303
$1.18M 0.05%
16,449
+2,323
304
$1.17M 0.05%
24,447
+4,745
305
$1.17M 0.05%
10,966
+6,529
306
$1.17M 0.05%
23,154
-1,237
307
$1.15M 0.05%
6,947
+17
308
$1.15M 0.05%
33,650
-1,750
309
$1.15M 0.05%
2,496
-40
310
$1.15M 0.05%
2,499
-137
311
$1.14M 0.05%
1,174
-24
312
$1.13M 0.05%
37,239
-8,467
313
$1.13M 0.05%
5,368
+1,731
314
$1.13M 0.05%
22,387
-1,078
315
$1.13M 0.05%
2,849
+518
316
$1.1M 0.05%
+4,036
317
$1.08M 0.05%
19,636
+285
318
$1.07M 0.05%
33,902
+10,613
319
$1.07M 0.05%
10,960
+2,388
320
$1.04M 0.05%
8,073
-1,388
321
$1.04M 0.05%
10,699
-564
322
$1.03M 0.05%
4,864
-2,579
323
$1.02M 0.05%
23,540
-893
324
$1.02M 0.05%
5,248
+488
325
$1.02M 0.05%
11,576
+1,271
11 12
13
14 15