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
401
$582K 0.03%
+4,521
402
$576K 0.03%
23,289
-1,008
403
$569K 0.03%
6,980
-25
404
$557K 0.03%
16,065
-4,377
405
$556K 0.03%
21,837
+450
406
$555K 0.03%
8,572
+4,411
407
$548K 0.03%
1,461
-18
408
$548K 0.03%
19,082
+637
409
$547K 0.03%
8,710
+565
410
$540K 0.03%
20,431
-4,249
411
$538K 0.03%
11,530
+2,614
412
$536K 0.03%
4,349
-4,690
413
$535K 0.03%
8,160
+732
414
$528K 0.02%
1,602
-1,457
415
$526K 0.02%
26,499
-41,809
416
$526K 0.02%
8,433
+2,965
417
$526K 0.02%
2,744
+125
418
$521K 0.02%
34,155
+15,430
419
$521K 0.02%
16,819
-325
420
$506K 0.02%
14,885
+4,029
421
$505K 0.02%
5,431
-181
422
$499K 0.02%
2,366
+291
423
$497K 0.02%
1,709
-37
424
$486K 0.02%
+32,884
425
$485K 0.02%
3,406
-103
15 16
17
18 19