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
126
$3.99M 0.18%
18,804
+168
127
$3.97M 0.18%
23,164
+5,528
128
$3.96M 0.18%
65,787
+27,614
129
$3.95M 0.18%
35,987
-15,642
130
$3.91M 0.18%
80,176
+15,938
131
$3.87M 0.17%
31,490
+1,056
132
$3.85M 0.17%
85,173
+4,545
133
$3.83M 0.17%
18,879
-3,088
134
$3.83M 0.17%
305,675
-26,803
135
$3.8M 0.17%
13,282
+828
136
$3.79M 0.17%
19,988
+472
137
$3.78M 0.17%
66,735
-1,275
138
$3.74M 0.17%
22,644
+4,267
139
$3.73M 0.17%
19,464
-6,018
140
$3.66M 0.16%
15,334
-367
141
$3.6M 0.16%
34,600
+1,427
142
$3.56M 0.16%
16,659
+3,926
143
$3.51M 0.16%
11,128
+886
144
$3.46M 0.16%
41,657
-1,070
145
$3.46M 0.16%
30,167
+2,760
146
$3.43M 0.15%
17,032
-445
147
$3.37M 0.15%
38,704
+59
148
$3.34M 0.15%
22,969
-299
149
$3.33M 0.15%
8,335
-52
150
$3.3M 0.15%
294,996
-3,275
4 5
6
7 8