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
76
$6.33M 0.28%
53,998
+3,557
77
$6.31M 0.28%
21,341
+545
78
$6.29M 0.28%
115,529
+48,472
79
$6.28M 0.28%
165,732
+16,542
80
$6.23M 0.28%
133,022
-1,835
81
$6.12M 0.27%
31,996
+2,881
82
$6.11M 0.27%
149,868
+18,525
83
$6.04M 0.27%
217,430
+63,060
84
$5.93M 0.27%
15,377
-2,616
85
$5.91M 0.27%
198,044
+3,659
86
$5.9M 0.26%
306,591
+31,046
87
$5.87M 0.26%
32,190
+1,128
88
$5.84M 0.26%
153,481
+9,801
89
$5.56M 0.25%
124,103
+9,092
90
$5.53M 0.25%
43,529
+4,827
91
$5.48M 0.25%
8,184
+298
92
$5.44M 0.24%
24,356
-6,904
93
$5.41M 0.24%
17,155
+2,043
94
$5.33M 0.24%
126,098
+6,782
95
$5.3M 0.24%
+15,042
96
$5.29M 0.24%
52,284
+6,824
97
$5.26M 0.24%
75,659
+1,126
98
$5.26M 0.24%
63,416
-48,704
99
$5.24M 0.24%
84,470
+24,261
100
$5.23M 0.23%
50,312
-17,149
2 3
4
5 6