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
251
$1.6M 0.08%
2,937
-45
252
$1.6M 0.08%
11,389
+10,979
253
$1.56M 0.07%
7,594
-327
254
$1.56M 0.07%
8,682
-1,979
255
$1.54M 0.07%
24,391
-6,488
256
$1.54M 0.07%
43,126
-6,583
257
$1.53M 0.07%
16,703
-1,552
258
$1.52M 0.07%
30,408
+5,008
259
$1.5M 0.07%
7,467
+620
260
$1.48M 0.07%
6,205
+4,424
261
$1.47M 0.07%
3,427
-54
262
$1.47M 0.07%
6,844
+1,059
263
$1.45M 0.07%
39,786
-3,303
264
$1.44M 0.07%
10,232
-151
265
$1.42M 0.07%
10,275
+4,627
266
$1.42M 0.07%
7,443
-1,799
267
$1.42M 0.07%
13,458
+1,499
268
$1.41M 0.07%
5,356
-581
269
$1.4M 0.07%
5,624
+34
270
$1.38M 0.07%
18,268
-1,603
271
$1.35M 0.06%
4,887
-818
272
$1.35M 0.06%
18,643
+9,862
273
$1.35M 0.06%
33,380
-650
274
$1.34M 0.06%
3,792
+88
275
$1.34M 0.06%
24,136
+142
9 10
11
12 13