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
26
$17.2M 0.77%
166,494
-3,431
27
$15.1M 0.68%
107,912
-13,835
28
$14.7M 0.66%
92,394
-1,410
29
$14.3M 0.64%
63,151
+258
30
$13.9M 0.62%
78,054
-689
31
$13.3M 0.6%
136,991
+7,023
32
$13.3M 0.6%
102,131
-16,727
33
$13.2M 0.59%
137,014
+10,505
34
$12.3M 0.55%
245,255
+123,918
35
$12.2M 0.55%
165,702
+19,017
36
$12.1M 0.54%
230,565
+7,130
37
$12M 0.54%
25,288
-606
38
$11.8M 0.53%
106,499
+7,223
39
$11.3M 0.51%
290,928
+56,226
40
$10.6M 0.47%
27,434
-1,002
41
$10.1M 0.45%
95,024
-15,013
42
$9.93M 0.45%
60,864
+11,803
43
$9.82M 0.44%
122,450
+14,333
44
$8.45M 0.38%
104,763
+6,670
45
$8.13M 0.36%
73,767
-6,908
46
$7.99M 0.36%
21,979
+383
47
$7.94M 0.36%
123,780
+2,320
48
$7.89M 0.35%
165,915
+17,901
49
$7.87M 0.35%
+68,689
50
$7.81M 0.35%
85,787
+16,696
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