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
576
$165K 0.01%
2,460
+62
577
$165K 0.01%
830
+201
578
$165K 0.01%
986
+35
579
$163K 0.01%
1,757
-957
580
$162K 0.01%
3,972
-137
581
$161K 0.01%
900
-98
582
$158K 0.01%
229
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583
$158K 0.01%
7,683
+5,334
584
$158K 0.01%
1,505
-46
585
$156K 0.01%
3,659
-52
586
$154K 0.01%
597
+155
587
$152K 0.01%
4,439
+3,836
588
$149K 0.01%
4,740
-445
589
$148K 0.01%
785
-127
590
$147K 0.01%
4,540
-17,778
591
$146K 0.01%
13,262
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592
$146K 0.01%
1,033
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593
$146K 0.01%
650
594
$146K 0.01%
17,929
+4,305
595
$146K 0.01%
1,458
+1,330
596
$145K 0.01%
4,356
-2,072
597
$144K 0.01%
1,118
-2
598
$143K 0.01%
636
-8,538
599
$143K 0.01%
1,610
+549
600
$142K 0.01%
3,757
-54
22 23
24
25 26