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
351
$808K 0.04%
31,380
-15,073
352
$807K 0.04%
13,125
+991
353
$802K 0.04%
14,083
-873
354
$789K 0.04%
20,813
+2,555
355
$786K 0.04%
12,328
+2,334
356
$785K 0.04%
11,018
-10,423
357
$778K 0.04%
+16,346
358
$773K 0.04%
10,056
+3,499
359
$771K 0.04%
11,912
360
$765K 0.04%
10,305
-1,670
361
$764K 0.04%
10,254
-1,238
362
$760K 0.04%
12,762
-3,946
363
$759K 0.04%
3,810
-22
364
$759K 0.04%
13,670
-8,168
365
$745K 0.04%
24,835
-657
366
$742K 0.04%
38,236
+8,013
367
$736K 0.03%
30,977
-13,575
368
$734K 0.03%
21,209
-1,788
369
$731K 0.03%
5,155
-2,022
370
$713K 0.03%
7,255
-1,141
371
$712K 0.03%
18,057
+164
372
$709K 0.03%
1,553
+38
373
$706K 0.03%
25,420
+606
374
$703K 0.03%
5,570
-207
375
$698K 0.03%
4,932
-95
13 14
15
16 17