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
526
$234K 0.01%
12,142
-353
527
$234K 0.01%
1,708
+45
528
$231K 0.01%
1,251
-133
529
$227K 0.01%
1,790
-102
530
$223K 0.01%
10,208
-1,644
531
$221K 0.01%
1,453
+56
532
$221K 0.01%
2,833
-996
533
$220K 0.01%
6,428
-732
534
$218K 0.01%
3,065
-588
535
$210K 0.01%
15,567
-399
536
$208K 0.01%
6,172
-780
537
$206K 0.01%
2,757
+1,147
538
$205K 0.01%
7,739
-489
539
$205K 0.01%
2,442
-330
540
$202K 0.01%
843
+21
541
$202K 0.01%
2,714
-474
542
$199K 0.01%
6,357
543
$199K 0.01%
594
-65
544
$196K 0.01%
739
+79
545
$194K 0.01%
912
+18
546
$193K 0.01%
2,160
-55
547
$192K 0.01%
1,143
-27
548
$192K 0.01%
1,496
+69
549
$191K 0.01%
683
-90
550
$188K 0.01%
1,740
+1,563
20 21
22
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