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
726
$53.8K ﹤0.01%
3,508
-1,625
727
$53.8K ﹤0.01%
1,066
-84
728
$53.5K ﹤0.01%
703
-53
729
$53.2K ﹤0.01%
1,717
-308
730
$53.2K ﹤0.01%
2,248
-266
731
$53.2K ﹤0.01%
1,671
-100
732
$53.1K ﹤0.01%
1,166
-461
733
$53.1K ﹤0.01%
789
-448
734
$52.8K ﹤0.01%
1,789
-676
735
$52.7K ﹤0.01%
922
-145
736
$52.6K ﹤0.01%
+1,881
737
$52.1K ﹤0.01%
+2,591
738
$52K ﹤0.01%
2,110
+342
739
$51.5K ﹤0.01%
409
-30
740
$51.5K ﹤0.01%
558
+188
741
$51.1K ﹤0.01%
683
+167
742
$50.9K ﹤0.01%
292
-17
743
$50.7K ﹤0.01%
163
+1
744
$50.7K ﹤0.01%
431
-183
745
$50.5K ﹤0.01%
831
746
$50.3K ﹤0.01%
1,023
-266
747
$49.8K ﹤0.01%
1,135
-108
748
$49.5K ﹤0.01%
1,025
749
$49.5K ﹤0.01%
349
-39
750
$49.3K ﹤0.01%
1,393
+273
28 29
30
31 32