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
26
$15.9M 0.75%
164,046
+100,989
27
$15.7M 0.74%
108,112
-51,993
28
$15.2M 0.72%
93,804
-3,913
29
$15.1M 0.71%
131,647
-10,696
30
$14.3M 0.68%
169,925
-25,962
31
$13.7M 0.65%
78,743
-2,830
32
$13.7M 0.65%
25,894
+4,609
33
$13.2M 0.62%
129,968
+505
34
$13.1M 0.62%
62,893
+1,694
35
$12.6M 0.6%
204,672
-618
36
$12.2M 0.58%
110,037
-25,335
37
$12M 0.57%
126,509
+6,490
38
$10.9M 0.52%
99,276
+56,597
39
$10.6M 0.5%
223,435
-4,418
40
$10.5M 0.5%
146,685
-34,366
41
$9.63M 0.45%
112,120
-20,795
42
$9.25M 0.44%
234,702
-14,080
43
$9.08M 0.43%
28,436
+858
44
$8.81M 0.42%
49,061
-11,012
45
$8.59M 0.41%
80,675
+3,033
46
$8.38M 0.4%
108,117
-8,851
47
$8.06M 0.38%
184,765
-1,360
48
$8.03M 0.38%
25,981
-2,975
49
$8M 0.38%
45,213
-2,129
50
$7.83M 0.37%
75,989
+9,113
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