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
376
$690K 0.03%
8,815
-1,415
377
$688K 0.03%
28,379
+24,187
378
$685K 0.03%
19,142
-1,554
379
$680K 0.03%
7,467
-2,767
380
$676K 0.03%
4,021
-307
381
$674K 0.03%
2,757
+86
382
$665K 0.03%
9,834
-286
383
$665K 0.03%
+23,054
384
$659K 0.03%
5,022
-119
385
$657K 0.03%
11,182
-4,586
386
$651K 0.03%
9,838
+5,250
387
$649K 0.03%
7,638
-381
388
$644K 0.03%
6,872
-281
389
$644K 0.03%
9,161
+332
390
$643K 0.03%
8,401
-14
391
$640K 0.03%
7,552
+898
392
$637K 0.03%
3,019
-832
393
$629K 0.03%
10,130
-2,246
394
$619K 0.03%
22,318
+1,059
395
$618K 0.03%
10,151
-5,363
396
$607K 0.03%
14,469
+5,001
397
$605K 0.03%
9,870
-269
398
$603K 0.03%
15,850
+2,542
399
$591K 0.03%
2,294
-231
400
$586K 0.03%
11,750
+2,997
14 15
16
17 18