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
$2.12B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$14.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.79M

Top Sells

1
+$19.2M
2
+$18.7M
3
+$7.54M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.8M

Sector Composition

1 Healthcare 8.23%
2 Technology 8.16%
3 Financials 7.65%
4 Industrials 4.6%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.9M 0.09%
7,486
-681
227
$1.9M 0.09%
7,943
+9
228
$1.88M 0.09%
21,092
-10,661
229
$1.88M 0.09%
8,108
-1,973
230
$1.87M 0.09%
20,461
-10,689
231
$1.82M 0.09%
4,546
-20
232
$1.82M 0.09%
3,547
+776
233
$1.81M 0.09%
25,592
+5,336
234
$1.79M 0.08%
10,773
+350
235
$1.78M 0.08%
3,496
-265
236
$1.77M 0.08%
18,108
+357
237
$1.76M 0.08%
26,020
+101
238
$1.74M 0.08%
25,644
-9,868
239
$1.73M 0.08%
21,778
-2,617
240
$1.73M 0.08%
7,239
-621
241
$1.71M 0.08%
123,400
+22,988
242
$1.71M 0.08%
32,715
-12,969
243
$1.7M 0.08%
13,551
-20,040
244
$1.68M 0.08%
6,738
-322
245
$1.67M 0.08%
47,773
-3,425
246
$1.66M 0.08%
60,690
-2,040
247
$1.64M 0.08%
2,746
-309
248
$1.64M 0.08%
9,359
-777
249
$1.63M 0.08%
6,164
+2,793
250
$1.62M 0.08%
48,110
+5,810
8 9
10
11 12