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
751
$49K ﹤0.01%
1,571
+1,455
752
$48.6K ﹤0.01%
468
-142
753
$48.4K ﹤0.01%
2,349
-1,872
754
$47.5K ﹤0.01%
570
+190
755
$47.2K ﹤0.01%
302
+27
756
$47.1K ﹤0.01%
1,455
-276
757
$47K ﹤0.01%
295
-13
758
$46.9K ﹤0.01%
437
-19
759
$45.5K ﹤0.01%
497
+31
760
$45.2K ﹤0.01%
39
+4
761
$45.1K ﹤0.01%
822
+36
762
$44.8K ﹤0.01%
2,114
-271
763
$44.8K ﹤0.01%
389
-69
764
$44.7K ﹤0.01%
6,913
+3,088
765
$44.6K ﹤0.01%
231
+4
766
$44.3K ﹤0.01%
2,012
+819
767
$44.1K ﹤0.01%
70
-4
768
$44K ﹤0.01%
1,751
-18
769
$43.9K ﹤0.01%
792
+13
770
$43.7K ﹤0.01%
1,203
771
$43.3K ﹤0.01%
211
+12
772
$42.8K ﹤0.01%
928
-714
773
$42.5K ﹤0.01%
693
-23
774
$42.3K ﹤0.01%
914
+89
775
$42.3K ﹤0.01%
299
+61
29 30
31
32 33