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
626
$101K ﹤0.01%
4,952
+97
627
$98.9K ﹤0.01%
936
-44
628
$98.6K ﹤0.01%
2,089
-351
629
$98.1K ﹤0.01%
36,062
-12,972
630
$96.6K ﹤0.01%
856
-56
631
$94.9K ﹤0.01%
870
+32
632
$94.6K ﹤0.01%
219
-54
633
$93.4K ﹤0.01%
2,755
-230
634
$92.9K ﹤0.01%
471
-11
635
$92.9K ﹤0.01%
3,230
+308
636
$92.5K ﹤0.01%
1,061
+120
637
$92.4K ﹤0.01%
5,425
-509
638
$92.1K ﹤0.01%
9,324
-12,296
639
$91.1K ﹤0.01%
5,675
+843
640
$91.1K ﹤0.01%
803
+144
641
$89.8K ﹤0.01%
1,709
-55
642
$89.5K ﹤0.01%
2,803
+36
643
$88.2K ﹤0.01%
1,023
-49
644
$88.2K ﹤0.01%
2,630
-135
645
$88K ﹤0.01%
948
+67
646
$87.7K ﹤0.01%
853
+54
647
$86.3K ﹤0.01%
61
+2
648
$85.5K ﹤0.01%
2,858
+280
649
$85.3K ﹤0.01%
1,895
-60
650
$84.8K ﹤0.01%
475
-123
24 25
26
27 28