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
401
$628K 0.03%
15,374
-476
402
$618K 0.03%
29,240
+10,243
403
$615K 0.03%
16,639
+1,754
404
$608K 0.03%
20,300
+3,481
405
$606K 0.03%
12,190
+660
406
$597K 0.03%
9,564
-306
407
$594K 0.03%
6,769
-869
408
$583K 0.03%
8,137
-23
409
$583K 0.03%
10,583
+1,261
410
$582K 0.03%
11,791
+8,621
411
$577K 0.03%
19,056
-2,781
412
$571K 0.03%
9,034
-3,294
413
$570K 0.03%
6,043
-937
414
$563K 0.03%
5,120
-23
415
$558K 0.03%
9,839
+844
416
$556K 0.02%
19,557
+415
417
$550K 0.02%
1,546
+85
418
$549K 0.02%
16,803
-3,628
419
$546K 0.02%
3,650
+386
420
$539K 0.02%
15,590
+570
421
$531K 0.02%
3,624
+613
422
$524K 0.02%
5,615
+1,125
423
$516K 0.02%
+8,660
424
$514K 0.02%
14,727
+2,122
425
$503K 0.02%
3,018
-388
15 16
17
18 19