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
551
$191K 0.01%
3,828
+2,807
552
$191K 0.01%
+23,912
553
$190K 0.01%
2,765
-300
554
$189K 0.01%
740
+1
555
$189K 0.01%
1,669
-108
556
$188K 0.01%
4,238
+310
557
$186K 0.01%
706
-137
558
$184K 0.01%
882
-37
559
$184K 0.01%
1,740
560
$183K 0.01%
17,535
-12,152
561
$182K 0.01%
2,323
-119
562
$182K 0.01%
6,035
+1,082
563
$182K 0.01%
1,589
-1,659
564
$180K 0.01%
1,529
-5,938
565
$180K 0.01%
8,385
+108
566
$178K 0.01%
6,267
-1,472
567
$174K 0.01%
2,099
-1,918
568
$173K 0.01%
3,054
-29,671
569
$173K 0.01%
3,196
-238
570
$172K 0.01%
4,271
+549
571
$172K 0.01%
5,840
-285
572
$170K 0.01%
7,263
-870
573
$169K 0.01%
3,133
+255
574
$169K 0.01%
2,861
+2,241
575
$168K 0.01%
2,161
+461
21 22
23
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