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
601
$141K 0.01%
1,689
-672
602
$141K 0.01%
+12,345
603
$141K 0.01%
5,865
-305
604
$139K 0.01%
19,773
-2,931
605
$139K 0.01%
2,111
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606
$139K 0.01%
775
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607
$135K 0.01%
1,713
-78
608
$134K 0.01%
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609
$132K 0.01%
369
-26
610
$131K 0.01%
1,199
+454
611
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612
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1,490
+1,146
613
$129K 0.01%
999
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614
$128K 0.01%
964
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615
$127K 0.01%
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616
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1,396
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619
$122K 0.01%
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620
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940
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621
$120K 0.01%
146
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622
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1,014
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623
$119K 0.01%
3,660
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624
$119K 0.01%
4,699
-14,383
625
$118K 0.01%
843
+40
23 24
25
26 27