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
376
$732K 0.03%
9,697
-359
377
$732K 0.03%
7,719
+847
378
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3,513
+798
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380
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381
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382
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28,591
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266
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384
$704K 0.03%
13,800
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385
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43,037
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386
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10,110
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387
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388
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389
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7,579
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390
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391
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393
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394
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13,213
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395
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8,439
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396
$639K 0.03%
15,939
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397
$629K 0.03%
2,708
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398
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15,944
-4,869
399
$629K 0.03%
7,900
-1,934
400
$628K 0.03%
4,865
-157
14 15
16
17 18