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
51
$7.76M 0.35%
215,385
+30,620
52
$7.68M 0.34%
17,225
-938
53
$7.65M 0.34%
36,292
+1,161
54
$7.56M 0.34%
151,190
-9,079
55
$7.43M 0.33%
49,946
+1,009
56
$7.34M 0.33%
124,244
+6,460
57
$7.33M 0.33%
37,781
+9,723
58
$7.26M 0.33%
206,612
+18,184
59
$7.21M 0.32%
262,325
+36,934
60
$7.07M 0.32%
139,867
+26,598
61
$7.06M 0.32%
22,862
-3,119
62
$7.02M 0.32%
142,902
+22,920
63
$7.02M 0.32%
45,201
-12
64
$6.88M 0.31%
30,539
-69,292
65
$6.87M 0.31%
102,781
-101,891
66
$6.85M 0.31%
62,296
+390
67
$6.84M 0.31%
51,134
+1,955
68
$6.79M 0.3%
68,135
-95,911
69
$6.68M 0.3%
69,196
-6,793
70
$6.59M 0.3%
87,202
+10,277
71
$6.55M 0.29%
35,763
+1,187
72
$6.52M 0.29%
33,064
+187
73
$6.46M 0.29%
11,209
-1,394
74
$6.35M 0.29%
26,276
+6,202
75
$6.34M 0.28%
82,259
-308
1 2
3
4 5