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
651
$83.8K ﹤0.01%
534
+78
652
$83.7K ﹤0.01%
13,163
653
$83.1K ﹤0.01%
1,451
-291
654
$82.4K ﹤0.01%
2,257
-222
655
$82.2K ﹤0.01%
3,813
+153
656
$81.1K ﹤0.01%
2,309
-14,111
657
$81.1K ﹤0.01%
1,229
+30
658
$80.5K ﹤0.01%
959
+504
659
$80.2K ﹤0.01%
1,000
+35
660
$79.8K ﹤0.01%
666
-199
661
$78.8K ﹤0.01%
2,484
-177
662
$77.1K ﹤0.01%
4,889
-430
663
$77.1K ﹤0.01%
1,026
-4,541
664
$76.7K ﹤0.01%
805
-89
665
$75.5K ﹤0.01%
1,318
666
$74.4K ﹤0.01%
378
-3
667
$74.1K ﹤0.01%
1,321
+605
668
$72.1K ﹤0.01%
568
-67
669
$72.1K ﹤0.01%
2,149
670
$72.1K ﹤0.01%
1,099
-61
671
$71.5K ﹤0.01%
792
+4
672
$71.5K ﹤0.01%
3,395
+3,339
673
$71.4K ﹤0.01%
343
-25
674
$69.9K ﹤0.01%
2,357
-585
675
$69.7K ﹤0.01%
1,445
-68
25 26
27
28 29