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
276
$1.33M 0.06%
539
-79
277
$1.32M 0.06%
45,706
+1,063
278
$1.3M 0.06%
20,692
-4,862
279
$1.3M 0.06%
2,536
-678
280
$1.3M 0.06%
4,671
-1,197
281
$1.28M 0.06%
26,524
+1,480
282
$1.27M 0.06%
5,211
+194
283
$1.27M 0.06%
24,365
-12,145
284
$1.27M 0.06%
10,891
-628
285
$1.26M 0.06%
7,616
+429
286
$1.25M 0.06%
3,075
-14
287
$1.25M 0.06%
12,143
-361
288
$1.24M 0.06%
16,092
-14
289
$1.24M 0.06%
9,135
-543
290
$1.22M 0.06%
9,183
-7,810
291
$1.22M 0.06%
14,098
-1,100
292
$1.21M 0.06%
9,461
+2,941
293
$1.2M 0.06%
9,820
+54
294
$1.18M 0.06%
3,431
+234
295
$1.17M 0.06%
2,636
+473
296
$1.17M 0.06%
34,105
-488
297
$1.16M 0.06%
10,587
+1,250
298
$1.16M 0.05%
23,465
+4,535
299
$1.14M 0.05%
12,547
+764
300
$1.12M 0.05%
2,675
+203
10 11
12
13 14