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
676
$69.7K ﹤0.01%
2,906
-343
677
$69.4K ﹤0.01%
613
+175
678
$69.4K ﹤0.01%
48
-2
679
$68.8K ﹤0.01%
1,180
-68
680
$68.8K ﹤0.01%
2,066
-74
681
$68.4K ﹤0.01%
2,582
-446
682
$67.4K ﹤0.01%
439
-51
683
$67.2K ﹤0.01%
406
+81
684
$67K ﹤0.01%
604
-33
685
$66.4K ﹤0.01%
8,284
+84
686
$66.1K ﹤0.01%
454
+36
687
$66.1K ﹤0.01%
1,562
-949
688
$66K ﹤0.01%
728
-3,358
689
$65.8K ﹤0.01%
1,656
-174
690
$65.8K ﹤0.01%
1,064
+573
691
$65.8K ﹤0.01%
642
-41
692
$65.2K ﹤0.01%
14,865
-35,253
693
$65.2K ﹤0.01%
765
-58
694
$65.2K ﹤0.01%
1,431
+230
695
$65.1K ﹤0.01%
562
-105
696
$65K ﹤0.01%
476
-623
697
$64.1K ﹤0.01%
+1,324
698
$62.9K ﹤0.01%
958
-12
699
$62.8K ﹤0.01%
877
+255
700
$62.7K ﹤0.01%
1,208
-517
26 27
28
29 30