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
776
$41.9K ﹤0.01%
135
+9
777
$41.8K ﹤0.01%
288
-20
778
$41.7K ﹤0.01%
1,873
779
$41.6K ﹤0.01%
470
-107
780
$41.5K ﹤0.01%
1,406
781
$41.3K ﹤0.01%
310
-29
782
$41.2K ﹤0.01%
1,021
-20,819
783
$41.2K ﹤0.01%
1,083
+281
784
$41.1K ﹤0.01%
1,188
+254
785
$41.1K ﹤0.01%
615
-101
786
$41K ﹤0.01%
478
787
$41K ﹤0.01%
1,175
-63
788
$40.9K ﹤0.01%
+1,040
789
$40.3K ﹤0.01%
740
790
$40.2K ﹤0.01%
3,130
-166
791
$40.2K ﹤0.01%
1,391
-28
792
$40.2K ﹤0.01%
727
-2
793
$39.7K ﹤0.01%
318
-14
794
$39.7K ﹤0.01%
407
-17
795
$39.5K ﹤0.01%
2,472
-478
796
$38.6K ﹤0.01%
3,118
+336
797
$38.5K ﹤0.01%
96
+3
798
$38.1K ﹤0.01%
592
799
$38K ﹤0.01%
1,192
+143
800
$38K ﹤0.01%
258
-79
30 31
32
33 34