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
276
$1.38M 0.06%
15,008
+1,550
277
$1.36M 0.06%
14,680
+4,013
278
$1.36M 0.06%
8,139
+523
279
$1.33M 0.06%
10,160
-72
280
$1.32M 0.06%
4,048
+617
281
$1.32M 0.06%
17,193
-228
282
$1.32M 0.06%
5,432
+354
283
$1.31M 0.06%
7,912
+303
284
$1.3M 0.06%
4,677
-210
285
$1.28M 0.06%
12,759
+362
286
$1.28M 0.06%
15,503
+7,070
287
$1.27M 0.06%
9,983
-604
288
$1.26M 0.06%
12,003
-17,119
289
$1.25M 0.06%
13,614
-484
290
$1.25M 0.06%
9,333
+198
291
$1.24M 0.06%
13,246
-11,012
292
$1.23M 0.06%
966
+137
293
$1.23M 0.06%
34,875
+3,907
294
$1.22M 0.05%
19,598
-1,094
295
$1.21M 0.05%
14,640
+220
296
$1.21M 0.05%
17,338
-11,769
297
$1.2M 0.05%
17,357
-8,663
298
$1.2M 0.05%
29,577
+13,354
299
$1.19M 0.05%
37,133
+3,028
300
$1.19M 0.05%
6,370
+267
10 11
12
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