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
801
$37.9K ﹤0.01%
433
-63
802
$37.9K ﹤0.01%
3,041
+340
803
$37.6K ﹤0.01%
742
+46
804
$37.6K ﹤0.01%
792
805
$37.1K ﹤0.01%
618
+136
806
$37K ﹤0.01%
793
+54
807
$37K ﹤0.01%
362
-113
808
$36.9K ﹤0.01%
212
+6
809
$36.8K ﹤0.01%
541
+46
810
$36.8K ﹤0.01%
161
+17
811
$36.6K ﹤0.01%
256
+24
812
$36.3K ﹤0.01%
3,962
+639
813
$36.2K ﹤0.01%
360
-2,017
814
$36.2K ﹤0.01%
620
-50
815
$36.1K ﹤0.01%
532
+7
816
$35.9K ﹤0.01%
1,092
-717
817
$35.6K ﹤0.01%
121
818
$35.2K ﹤0.01%
563
819
$35.2K ﹤0.01%
337
+208
820
$35K ﹤0.01%
244
+3
821
$35K ﹤0.01%
1,923
+184
822
$34.9K ﹤0.01%
2,069
+26
823
$34.1K ﹤0.01%
327
-107
824
$33.9K ﹤0.01%
644
-470
825
$33.7K ﹤0.01%
641
31 32
33
34 35