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
551
$187K 0.01%
2,361
-108
552
$187K 0.01%
2,737
-169
553
$185K 0.01%
8,133
+146
554
$183K 0.01%
1,771
-356
555
$180K 0.01%
1,777
+83
556
$178K 0.01%
6,125
-530
557
$174K 0.01%
3,434
-146
558
$173K 0.01%
955
-49
559
$171K 0.01%
1,551
-349
560
$167K 0.01%
+4,971
561
$167K 0.01%
6,170
-1,596
562
$166K 0.01%
2,457
-245
563
$165K 0.01%
951
+60
564
$163K 0.01%
3,928
-332
565
$163K 0.01%
998
566
$158K 0.01%
3,092
-1,645
567
$157K 0.01%
2,059
-270
568
$156K 0.01%
4,109
+3
569
$155K 0.01%
2,398
+8
570
$152K 0.01%
273
-34
571
$152K 0.01%
6,056
-469
572
$151K 0.01%
1,120
-67
573
$151K 0.01%
2,571
-164
574
$151K 0.01%
4,130
-5,140
575
$150K 0.01%
2,878
-137
21 22
23
24 25