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
51
$7.62M 0.36%
98,093
+18,073
52
$7.53M 0.36%
188,428
+6,067
53
$7.51M 0.35%
21,596
-45
54
$7.42M 0.35%
48,937
-3,723
55
$7.42M 0.35%
160,269
-1,959
56
$7.38M 0.35%
31,260
-1,246
57
$7.31M 0.35%
117,784
-3,093
58
$7.16M 0.34%
35,131
+6,937
59
$7.07M 0.33%
18,163
-378
60
$6.97M 0.33%
12,603
-2,604
61
$6.95M 0.33%
148,014
-42,098
62
$6.9M 0.33%
82,567
+147
63
$6.79M 0.32%
121,460
+5,900
64
$6.73M 0.32%
131,343
+13,675
65
$6.69M 0.32%
61,906
-226
66
$6.67M 0.32%
49,179
+9,638
67
$6.58M 0.31%
20,796
-8
68
$6.56M 0.31%
69,091
+5,151
69
$6.4M 0.3%
194,385
+5,642
70
$6.15M 0.29%
134,857
-38,774
71
$6.12M 0.29%
225,391
-23,317
72
$6.11M 0.29%
38,702
-840
73
$6.09M 0.29%
73,136
-3,760
74
$6.08M 0.29%
50,441
-16,666
75
$6.07M 0.29%
121,337
+15,143
1 2
3
4 5