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
576
$150K 0.01%
3,722
-195
577
$149K 0.01%
3,711
578
$149K 0.01%
4,584
+612
579
$148K 0.01%
1,481
-2,213
580
$144K 0.01%
3,211
-1,906
581
$144K 0.01%
919
+82
582
$141K 0.01%
505
-77
583
$141K 0.01%
1,586
+176
584
$141K 0.01%
3,170
-210
585
$141K 0.01%
3,811
-3,610
586
$141K 0.01%
+2,797
587
$136K 0.01%
22,704
-7,099
588
$135K 0.01%
5,185
-211
589
$135K 0.01%
1,750
+10
590
$134K 0.01%
395
+76
591
$131K 0.01%
1,791
-132
592
$130K 0.01%
4,953
-1,112
593
$129K 0.01%
2,703
594
$129K 0.01%
629
-165
595
$128K 0.01%
98,390
596
$127K 0.01%
1,700
+210
597
$126K 0.01%
1,059
-240
598
$124K 0.01%
2,389
+355
599
$124K 0.01%
706
-68
600
$124K 0.01%
442
+79
22 23
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