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
601
$123K 0.01%
+3,018
602
$123K 0.01%
896
-123
603
$122K 0.01%
7,231
+144
604
$120K 0.01%
690
+143
605
$119K 0.01%
1,476
+335
606
$119K 0.01%
6,353
+339
607
$118K 0.01%
545
+46
608
$118K 0.01%
663
-47
609
$118K 0.01%
10,152
+882
610
$115K 0.01%
2,343
-175
611
$115K 0.01%
1,808
+10
612
$114K 0.01%
2,175
613
$114K 0.01%
4,715
+344
614
$113K 0.01%
2,728
-106
615
$109K 0.01%
13,624
+12,140
616
$109K 0.01%
1,372
+46
617
$108K 0.01%
14,466
618
$108K 0.01%
1,307
-26
619
$108K 0.01%
650
620
$108K 0.01%
727
-313
621
$104K ﹤0.01%
13,336
+2,851
622
$103K ﹤0.01%
757
-84
623
$103K ﹤0.01%
15,376
+1,792
624
$102K ﹤0.01%
142
-7
625
$101K ﹤0.01%
185
-16
23 24
25
26 27