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
301
$1.12M 0.05%
5,078
-96
302
$1.12M 0.05%
11,263
+1,128
303
$1.11M 0.05%
7,609
-3,193
304
$1.1M 0.05%
30,968
+1,914
305
$1.1M 0.05%
7,355
+6,149
306
$1.1M 0.05%
17,421
+4,028
307
$1.1M 0.05%
7,773
-1,778
308
$1.09M 0.05%
+829
309
$1.08M 0.05%
5,797
+64
310
$1.08M 0.05%
23,221
-6,581
311
$1.08M 0.05%
12,397
-2,372
312
$1.08M 0.05%
9,158
+5,920
313
$1.08M 0.05%
14,420
-14,001
314
$1.07M 0.05%
43,430
+25,283
315
$1.06M 0.05%
6,103
-1,617
316
$1.05M 0.05%
4,760
+28
317
$1.04M 0.05%
22,720
-790
318
$1.04M 0.05%
27,083
-440
319
$1.04M 0.05%
7,638
-97
320
$1.03M 0.05%
22,938
-7,322
321
$1.03M 0.05%
6,930
-118
322
$1.03M 0.05%
6,469
-623
323
$1.02M 0.05%
21,083
-1,764
324
$1.01M 0.05%
13,909
-554
325
$982K 0.05%
35,400
+1,550
11 12
13
14 15