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
201
$2.3M 0.1%
23,247
+5,139
202
$2.27M 0.1%
32,936
-854
203
$2.25M 0.1%
25,383
-279
204
$2.24M 0.1%
16,353
-726
205
$2.23M 0.1%
11,979
+311
206
$2.18M 0.1%
56,255
+32,234
207
$2.17M 0.1%
21,732
-197
208
$2.16M 0.1%
8,453
-180
209
$2.16M 0.1%
10,699
-342
210
$2.15M 0.1%
13,179
+308
211
$2.15M 0.1%
18,746
-2,447
212
$2.12M 0.1%
12,375
+427
213
$2.12M 0.1%
24,780
-812
214
$2.11M 0.09%
6,618
-120
215
$2.1M 0.09%
19,817
-582
216
$2.1M 0.09%
21,312
-6,076
217
$2.08M 0.09%
13,814
+4,455
218
$2.06M 0.09%
81,622
+206
219
$2.05M 0.09%
13,587
-3,231
220
$2.05M 0.09%
14,961
+4,686
221
$2.05M 0.09%
19,169
-676
222
$2.04M 0.09%
22,360
+1,268
223
$2.04M 0.09%
42,585
-49,641
224
$2.02M 0.09%
47,520
+14,140
225
$2.01M 0.09%
10,068
+885
7 8
9
10 11