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
351
$863K 0.04%
7,791
+153
352
$860K 0.04%
3,972
-242
353
$825K 0.04%
38,148
-1,727
354
$815K 0.04%
9,732
+571
355
$804K 0.04%
4,200
+179
356
$798K 0.04%
3,853
+3,781
357
$794K 0.04%
14,680
+1,010
358
$778K 0.03%
7,694
+439
359
$773K 0.03%
27,946
+2,526
360
$772K 0.03%
5,941
+371
361
$772K 0.03%
3,349
+983
362
$771K 0.03%
17,290
-40,073
363
$771K 0.03%
16,792
+5,042
364
$768K 0.03%
3,843
+33
365
$768K 0.03%
+2,992
366
$768K 0.03%
6,040
-1,733
367
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30,976
-12,454
368
$756K 0.03%
4,419
-102
369
$754K 0.03%
16,320
+7,148
370
$752K 0.03%
20,110
-1,099
371
$750K 0.03%
26,768
-2,007
372
$748K 0.03%
25,380
+545
373
$741K 0.03%
3,526
-2,638
374
$735K 0.03%
42,119
+3,883
375
$733K 0.03%
12,731
-1,352
13 14
15
16 17