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
451
$405K 0.02%
+17,672
452
$404K 0.02%
3,011
-108
453
$401K 0.02%
18,997
-3,155
454
$400K 0.02%
6,182
-961
455
$400K 0.02%
4,017
-48
456
$398K 0.02%
5,246
-143
457
$397K 0.02%
4,464
-2,194
458
$394K 0.02%
3,248
-2,331
459
$385K 0.02%
5,498
-55
460
$385K 0.02%
5,062
-163
461
$378K 0.02%
8,061
+20
462
$375K 0.02%
1,523
-67
463
$369K 0.02%
9,381
+7,105
464
$369K 0.02%
9,172
+8,192
465
$368K 0.02%
13,385
+1,187
466
$359K 0.02%
4,627
-698
467
$354K 0.02%
2,309
+597
468
$349K 0.02%
1,253
+117
469
$349K 0.02%
3,300
+2,762
470
$349K 0.02%
13,462
-5,678
471
$341K 0.02%
10,773
+7,057
472
$337K 0.02%
3,583
-120
473
$335K 0.02%
1,446
-36
474
$333K 0.02%
3,904
-1,058
475
$331K 0.02%
8,686
-782
17 18
19
20 21