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
526
$236K 0.01%
2,415
+829
527
$233K 0.01%
1,672
-118
528
$226K 0.01%
+2,712
529
$225K 0.01%
6,927
+755
530
$222K 0.01%
2,978
+221
531
$220K 0.01%
1,149
-102
532
$218K 0.01%
2,653
+1,554
533
$217K 0.01%
2,072
-88
534
$214K 0.01%
6,200
-2,072
535
$210K 0.01%
7,685
-2,222
536
$208K 0.01%
1,133
-10
537
$208K 0.01%
1,642
-129
538
$208K 0.01%
3,251
+2,633
539
$206K 0.01%
902
+212
540
$204K 0.01%
1,394
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541
$203K 0.01%
2,298
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542
$202K 0.01%
670
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543
$202K 0.01%
1,527
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544
$202K 0.01%
1,491
-217
545
$201K 0.01%
3,030
+687
546
$201K 0.01%
6,357
547
$200K 0.01%
3,802
+710
548
$197K 0.01%
1,010
-347
549
$196K 0.01%
667
-1,627
550
$195K 0.01%
544
-395
20 21
22
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