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
626
$118K 0.01%
2,703
627
$117K 0.01%
2,643
+13
628
$117K 0.01%
660
-1,191
629
$117K 0.01%
+584
630
$116K 0.01%
5,297
-759
631
$115K 0.01%
14,466
632
$114K 0.01%
849
-47
633
$113K 0.01%
1,836
+28
634
$111K 0.01%
+7,344
635
$111K 0.01%
+40,133
636
$111K 0.01%
1,389
+441
637
$109K ﹤0.01%
629
-77
638
$107K ﹤0.01%
2,179
+90
639
$107K ﹤0.01%
+855
640
$107K ﹤0.01%
4,940
-5,268
641
$106K ﹤0.01%
7,014
+522
642
$105K ﹤0.01%
1,338
+1,099
643
$104K ﹤0.01%
8,222
-1,930
644
$102K ﹤0.01%
629
-98
645
$102K ﹤0.01%
1,224
-83
646
$101K ﹤0.01%
+1,042
647
$101K ﹤0.01%
+2,925
648
$100K ﹤0.01%
+2,549
649
$99K ﹤0.01%
4,113
+883
650
$98.9K ﹤0.01%
1,351
+122
24 25
26
27 28