TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$24M
2
+$17.6M
3
+$16.6M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.72M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.42M

Top Sells

1
+$23.5M
2
+$15.3M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.48M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.68M

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
1201
$814 ﹤0.01%
12
1202
$804 ﹤0.01%
73
1203
$778 ﹤0.01%
15
1204
$765 ﹤0.01%
20
1205
$745 ﹤0.01%
2
1206
$741 ﹤0.01%
40
1207
$730 ﹤0.01%
12
1208
$687 ﹤0.01%
3
1209
$677 ﹤0.01%
13
-758
1210
$661 ﹤0.01%
46
1211
$640 ﹤0.01%
62
1212
$631 ﹤0.01%
33
1213
$630 ﹤0.01%
68
+36
1214
$609 ﹤0.01%
16
1215
$599 ﹤0.01%
9
1216
$534 ﹤0.01%
65
1217
$506 ﹤0.01%
7
1218
$505 ﹤0.01%
133
1219
$462 ﹤0.01%
+94
1220
$447 ﹤0.01%
16
1221
$434 ﹤0.01%
5
1222
$411 ﹤0.01%
7
-915
1223
$399 ﹤0.01%
4
1224
$393 ﹤0.01%
17
1225
$357 ﹤0.01%
4
47 48
49
50 51