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
701
$62.3K ﹤0.01%
1,900
-3
702
$61.7K ﹤0.01%
4,728
703
$61.6K ﹤0.01%
809
-217
704
$61.5K ﹤0.01%
6,492
-57,720
705
$60K ﹤0.01%
550
+211
706
$59.8K ﹤0.01%
771
-33
707
$59.5K ﹤0.01%
842
+431
708
$58.9K ﹤0.01%
1,548
-222
709
$58.9K ﹤0.01%
703
-986
710
$58.5K ﹤0.01%
3,254
+39
711
$58.4K ﹤0.01%
1,509
-228
712
$58.4K ﹤0.01%
392
+84
713
$57.8K ﹤0.01%
426
+131
714
$57.5K ﹤0.01%
1,005
-92
715
$56.5K ﹤0.01%
915
-285
716
$56.2K ﹤0.01%
802
+93
717
$56.2K ﹤0.01%
1,961
+189
718
$56K ﹤0.01%
946
-43
719
$55.8K ﹤0.01%
119
+6
720
$55.5K ﹤0.01%
745
+12
721
$55.4K ﹤0.01%
2,060
-215
722
$55.1K ﹤0.01%
388
-86
723
$54.7K ﹤0.01%
798
-49
724
$54.4K ﹤0.01%
1,814
725
$54.3K ﹤0.01%
1,020
+449
27 28
29
30 31