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
476
$329K 0.02%
25,146
+827
477
$324K 0.02%
4,926
+9
478
$322K 0.02%
13,181
+530
479
$319K 0.02%
5,922
+688
480
$319K 0.02%
8,104
+6,142
481
$319K 0.02%
4,660
-52
482
$316K 0.01%
29,687
+20,606
483
$315K 0.01%
3,176
-3,019
484
$315K 0.01%
1,851
-80
485
$312K 0.01%
4,567
-6,373
486
$311K 0.01%
939
-496
487
$311K 0.01%
2,709
-237
488
$310K 0.01%
4,381
-175
489
$305K 0.01%
3,923
-340
490
$298K 0.01%
2,198
+10
491
$295K 0.01%
4,735
+15
492
$294K 0.01%
3,471
-412
493
$294K 0.01%
1,718
+69
494
$293K 0.01%
4,602
-82
495
$291K 0.01%
4,652
+167
496
$290K 0.01%
3,416
+2,677
497
$285K 0.01%
1,562
-91
498
$280K 0.01%
2,027
-308
499
$279K 0.01%
15,665
-12,261
500
$277K 0.01%
423
+34
18 19
20
21 22