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
176
$2.64M 0.12%
70,191
+896
177
$2.63M 0.12%
11,843
-674
178
$2.61M 0.12%
61,515
+43,458
179
$2.6M 0.12%
40,994
+5,674
180
$2.59M 0.12%
12,485
+8,136
181
$2.58M 0.12%
92,796
+5,277
182
$2.58M 0.12%
44,021
+943
183
$2.58M 0.12%
23,498
-10,079
184
$2.51M 0.11%
121,444
-3,380
185
$2.5M 0.11%
20,412
+901
186
$2.5M 0.11%
7,852
-293
187
$2.44M 0.11%
15,433
-7,182
188
$2.43M 0.11%
149,308
+25,908
189
$2.43M 0.11%
23,659
-315
190
$2.43M 0.11%
47,393
+39,112
191
$2.42M 0.11%
38,534
+2,511
192
$2.42M 0.11%
39,615
+899
193
$2.39M 0.11%
32,359
+18,450
194
$2.38M 0.11%
22,107
-801
195
$2.37M 0.11%
11,727
-723
196
$2.36M 0.11%
56,946
-16,830
197
$2.34M 0.11%
16,913
+9,558
198
$2.33M 0.1%
144,765
+2,472
199
$2.32M 0.1%
16,443
+1,077
200
$2.31M 0.1%
38,499
-123
6 7
8
9 10