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
426
$482K 0.02%
3,716
+154
427
$480K 0.02%
8,995
+1,418
428
$480K 0.02%
4,490
-917
429
$477K 0.02%
9,322
-65
430
$476K 0.02%
11,009
+8,231
431
$475K 0.02%
5,143
-118
432
$474K 0.02%
12,605
-727
433
$470K 0.02%
8,877
+3,256
434
$468K 0.02%
4,579
+1,306
435
$467K 0.02%
2,715
-624
436
$467K 0.02%
35,057
-3,092
437
$459K 0.02%
1,357
+5
438
$455K 0.02%
226
+162
439
$455K 0.02%
6,320
+692
440
$449K 0.02%
2,844
-21
441
$443K 0.02%
15,020
+1,430
442
$442K 0.02%
4,437
+155
443
$439K 0.02%
7,960
+163
444
$437K 0.02%
1,696
-33
445
$433K 0.02%
4,343
-65
446
$432K 0.02%
6,489
-1,769
447
$422K 0.02%
3,200
+19
448
$422K 0.02%
3,264
-1,769
449
$412K 0.02%
22,802
-382
450
$410K 0.02%
8,281
+369
16 17
18
19 20