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
476
$341K 0.02%
7,451
+4,723
477
$336K 0.02%
10,532
+2,623
478
$334K 0.02%
2,544
-165
479
$329K 0.01%
3,637
+166
480
$328K 0.01%
12,865
-316
481
$324K 0.01%
9,105
+6,796
482
$324K 0.01%
28,551
+12,984
483
$321K 0.01%
4,759
-739
484
$320K 0.01%
2,165
+169
485
$318K 0.01%
+12,431
486
$318K 0.01%
19,660
+19,335
487
$316K 0.01%
9,548
-6,517
488
$314K 0.01%
1,479
-44
489
$313K 0.01%
3,974
-686
490
$313K 0.01%
11,422
+1,829
491
$308K 0.01%
24,789
-357
492
$305K 0.01%
3,044
-1,535
493
$304K 0.01%
3,272
+546
494
$299K 0.01%
4,383
+1,812
495
$295K 0.01%
4,164
-403
496
$291K 0.01%
1,113
+430
497
$288K 0.01%
24,145
+14,821
498
$285K 0.01%
5,909
499
$283K 0.01%
4,831
500
$282K 0.01%
3,879
+2,129
18 19
20
21 22