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
426
$502K 0.02%
9,578
-63,558
427
$496K 0.02%
2,660
-184
428
$492K 0.02%
6,512
-9,580
429
$487K 0.02%
1,703
+7
430
$487K 0.02%
4,588
-3,812
431
$484K 0.02%
7,202
+1,020
432
$482K 0.02%
1,398
+804
433
$481K 0.02%
3,114
-86
434
$479K 0.02%
1,350
-7
435
$478K 0.02%
3,080
+1,053
436
$472K 0.02%
4,674
+331
437
$470K 0.02%
22,589
+9,502
438
$468K 0.02%
11,178
+169
439
$465K 0.02%
2,877
+1,159
440
$463K 0.02%
20,485
-2,569
441
$458K 0.02%
991
-1,946
442
$455K 0.02%
2,995
+797
443
$453K 0.02%
3,069
+760
444
$451K 0.02%
24,578
+8,913
445
$438K 0.02%
11,660
-69,552
446
$435K 0.02%
3,115
+966
447
$429K 0.02%
+5,231
448
$428K 0.02%
21,633
-4,866
449
$425K 0.02%
7,958
-2
450
$423K 0.02%
3,129
+1,262
16 17
18
19 20