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
101
$5.23M 0.23%
25,607
-549
102
$5.22M 0.23%
153,104
+26,471
103
$5.16M 0.23%
10,911
+676
104
$4.98M 0.22%
67,466
+20,166
105
$4.79M 0.22%
16,686
+3,485
106
$4.71M 0.21%
8,413
-214
107
$4.68M 0.21%
90,052
-1,113
108
$4.65M 0.21%
71,596
+1,979
109
$4.63M 0.21%
114,602
+10,916
110
$4.62M 0.21%
49,210
+22,999
111
$4.56M 0.2%
78,662
+911
112
$4.54M 0.2%
59,145
+11,709
113
$4.46M 0.2%
12,999
+25
114
$4.42M 0.2%
79,018
+7,185
115
$4.4M 0.2%
82,221
+1,224
116
$4.39M 0.2%
83,033
+1,018
117
$4.32M 0.19%
115,463
+4,402
118
$4.28M 0.19%
22,411
+940
119
$4.26M 0.19%
46,761
-8,605
120
$4.25M 0.19%
20,217
+1,486
121
$4.21M 0.19%
31,397
+1,531
122
$4.15M 0.19%
12,750
+2,173
123
$4.05M 0.18%
141,660
+1,702
124
$4.03M 0.18%
8,672
-8
125
$4M 0.18%
75,390
+19,320
3 4
5
6 7