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
501
$282K 0.01%
8,960
+531
502
$281K 0.01%
7,265
-1,421
503
$279K 0.01%
4,557
-95
504
$276K 0.01%
4,657
-78
505
$275K 0.01%
824
-2,195
506
$275K 0.01%
1,114
507
$274K 0.01%
35,134
508
$270K 0.01%
6,920
-54
509
$268K 0.01%
2,809
-774
510
$265K 0.01%
2,204
-7,616
511
$264K 0.01%
+5,850
512
$261K 0.01%
15,034
-716
513
$259K 0.01%
1,338
-1,406
514
$257K 0.01%
356
-67
515
$256K 0.01%
3,414
-552
516
$251K 0.01%
3,247
+1,188
517
$249K 0.01%
2,613
-220
518
$246K 0.01%
3,635
+27
519
$246K 0.01%
1,291
-271
520
$244K 0.01%
7,637
-3,136
521
$243K 0.01%
1,099
+554
522
$242K 0.01%
3,006
-917
523
$240K 0.01%
3,080
-79
524
$239K 0.01%
12,075
-67
525
$238K 0.01%
3,004
+2,301
19 20
21
22 23