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
501
$276K 0.01%
1,114
+41
502
$276K 0.01%
1,996
-160
503
$272K 0.01%
8,272
-3,052
504
$269K 0.01%
13,087
-1,765
505
$267K 0.01%
4,831
506
$267K 0.01%
2,149
-1,944
507
$266K 0.01%
5,909
508
$265K 0.01%
35,134
509
$264K 0.01%
3,966
-84
510
$264K 0.01%
9,593
-439
511
$261K 0.01%
3,159
-364
512
$257K 0.01%
805
-170
513
$255K 0.01%
7,909
-3,062
514
$255K 0.01%
15,750
-4,560
515
$254K 0.01%
3,608
-6,590
516
$253K 0.01%
8,429
+574
517
$251K 0.01%
6,974
+226
518
$249K 0.01%
8,277
-32
519
$249K 0.01%
8,196
-104
520
$247K 0.01%
2,657
-303
521
$245K 0.01%
2,726
-223
522
$244K 0.01%
1,357
+4
523
$241K 0.01%
1,867
-6
524
$237K 0.01%
5,596
+321
525
$236K 0.01%
9,907
+2,432
19 20
21
22 23