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
326
$982K 0.05%
4,171
+118
327
$978K 0.05%
24,021
+22,352
328
$975K 0.05%
19,351
-316
329
$975K 0.05%
8,400
-2,825
330
$965K 0.05%
14,126
-4,544
331
$963K 0.05%
19,468
+4,622
332
$952K 0.05%
28,879
+3,180
333
$945K 0.04%
4,214
-1,085
334
$921K 0.04%
19,702
-4,271
335
$915K 0.04%
+28,775
336
$913K 0.04%
4,385
+1,177
337
$911K 0.04%
3,673
-583
338
$909K 0.04%
1,198
-1
339
$905K 0.04%
24,433
+4,282
340
$905K 0.04%
16,080
+44
341
$895K 0.04%
3,637
+45
342
$892K 0.04%
39,875
-13,424
343
$872K 0.04%
27,402
+24,033
344
$872K 0.04%
10,667
-1,801
345
$862K 0.04%
28,382
+330
346
$839K 0.04%
182
-83
347
$838K 0.04%
16,800
+381
348
$828K 0.04%
2,331
-127
349
$827K 0.04%
16,223
+11,100
350
$824K 0.04%
8,882
-2,366
12 13
14
15 16