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
826
$33.6K ﹤0.01%
714
-46
827
$33.6K ﹤0.01%
841
+229
828
$33.4K ﹤0.01%
252
-5
829
$33.3K ﹤0.01%
156
830
$33.2K ﹤0.01%
209
-328
831
$32.8K ﹤0.01%
663
-182
832
$32.8K ﹤0.01%
961
-11
833
$32.8K ﹤0.01%
439
834
$32.6K ﹤0.01%
998
835
$31.9K ﹤0.01%
+644
836
$31.5K ﹤0.01%
195
-58
837
$31.4K ﹤0.01%
575
-447
838
$31.4K ﹤0.01%
478
+14
839
$31.3K ﹤0.01%
831
+184
840
$31.1K ﹤0.01%
748
+67
841
$31.1K ﹤0.01%
+532
842
$30.9K ﹤0.01%
+430
843
$30.8K ﹤0.01%
1,922
-214
844
$30.6K ﹤0.01%
218
-55
845
$30.5K ﹤0.01%
1,158
+45
846
$30.3K ﹤0.01%
1,324
847
$30.1K ﹤0.01%
241
+169
848
$30K ﹤0.01%
344
849
$29.8K ﹤0.01%
460
-501
850
$29.8K ﹤0.01%
87
-29
32 33
34
35 36