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
451
$422K 0.02%
15,746
+2,284
452
$417K 0.02%
3,713
+1,056
453
$412K 0.02%
5,728
+802
454
$409K 0.02%
6,122
-367
455
$407K 0.02%
6,311
-9
456
$405K 0.02%
1,048
+243
457
$400K 0.02%
22,862
+60
458
$396K 0.02%
6,872
+950
459
$394K 0.02%
1,287
+34
460
$394K 0.02%
12,333
+12,321
461
$393K 0.02%
7,076
-1,801
462
$384K 0.02%
4,449
-15
463
$376K 0.02%
8,110
+49
464
$374K 0.02%
3,908
+4
465
$370K 0.02%
5,303
+57
466
$369K 0.02%
3,164
-136
467
$363K 0.02%
3,447
+271
468
$362K 0.02%
11,907
+2,526
469
$360K 0.02%
4,760
+133
470
$356K 0.02%
13,038
-347
471
$349K 0.02%
4,291
-771
472
$346K 0.02%
4,905
+524
473
$343K 0.02%
8,168
-28
474
$342K 0.02%
1,345
-101
475
$342K 0.02%
6,755
-6,370
17 18
19
20 21