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
1226
$393 ﹤0.01%
17
1227
$357 ﹤0.01%
4
1228
$355 ﹤0.01%
9
1229
$309 ﹤0.01%
42
1230
$307 ﹤0.01%
+13
1231
$296 ﹤0.01%
2
1232
$287 ﹤0.01%
67
1233
$280 ﹤0.01%
93
1234
$265 ﹤0.01%
+3
1235
$243 ﹤0.01%
25
1236
$239 ﹤0.01%
27
1237
$236 ﹤0.01%
2
1238
$4 ﹤0.01%
1
1239
– –
-32,884
1240
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-3,416
1241
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-387
1242
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-96
1243
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-123
1244
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1245
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-6
1246
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1247
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1248
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-7
1249
– –
-775
1250
– –
-1,827
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