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
151
$3.24M 0.15%
33,067
-470
152
$3.23M 0.15%
83,197
+17,443
153
$3.23M 0.14%
59,912
+43,832
154
$3.13M 0.14%
18,279
+3,531
155
$3.09M 0.14%
271,891
+69,184
156
$3.04M 0.14%
70,638
+1,476
157
$2.98M 0.13%
23,850
+1,518
158
$2.96M 0.13%
39,872
+114
159
$2.95M 0.13%
35,148
+1,530
160
$2.94M 0.13%
4,313
+4,128
161
$2.94M 0.13%
42,351
+6,293
162
$2.92M 0.13%
14,310
+36
163
$2.89M 0.13%
41,384
-33,172
164
$2.86M 0.13%
110,365
-40,965
165
$2.85M 0.13%
8,335
-416
166
$2.83M 0.13%
9,222
+710
167
$2.82M 0.13%
27,823
+1,590
168
$2.82M 0.13%
36,736
+18,093
169
$2.76M 0.12%
79,866
+10,166
170
$2.75M 0.12%
8,266
+195
171
$2.75M 0.12%
51,184
+3,016
172
$2.72M 0.12%
91,675
+5,905
173
$2.66M 0.12%
10,791
+1,271
174
$2.66M 0.12%
11,628
+4,034
175
$2.65M 0.12%
69,889
+22,116
5 6
7
8 9