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
326
$1.02M 0.05%
18,713
-6,931
327
$1.01M 0.05%
10,623
+1,741
328
$998K 0.04%
2,056
-1,491
329
$985K 0.04%
+21,394
330
$983K 0.04%
4,390
-281
331
$978K 0.04%
8,735
-423
332
$976K 0.04%
22,519
-419
333
$957K 0.04%
4,878
+493
334
$956K 0.04%
6,024
-445
335
$955K 0.04%
6,220
-2,462
336
$952K 0.04%
3,991
+318
337
$949K 0.04%
12,491
+1,473
338
$947K 0.04%
170
-12
339
$947K 0.04%
39,992
+22,320
340
$942K 0.04%
10,122
-132
341
$932K 0.04%
27,310
-1,569
342
$929K 0.04%
12,209
+2,371
343
$917K 0.04%
26,936
-1,446
344
$913K 0.04%
34,250
+2,870
345
$903K 0.04%
21,351
-5,732
346
$899K 0.04%
49,610
+15,455
347
$883K 0.04%
+25,296
348
$872K 0.04%
26,826
-576
349
$867K 0.04%
13,678
+3,548
350
$864K 0.04%
9,391
-3,156
12 13
14
15 16