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
851
$29.6K ﹤0.01%
1,047
-98
852
$29.5K ﹤0.01%
1,057
-225
853
$29.5K ﹤0.01%
686
-19
854
$29.3K ﹤0.01%
399
+247
855
$29.2K ﹤0.01%
41
+2
856
$28.7K ﹤0.01%
448
+90
857
$28.6K ﹤0.01%
930
-155
858
$28.4K ﹤0.01%
581
+314
859
$28.2K ﹤0.01%
378
+173
860
$28.2K ﹤0.01%
88
-8
861
$28.2K ﹤0.01%
120
-737
862
$28.1K ﹤0.01%
483
+10
863
$27.9K ﹤0.01%
670
-332
864
$27.9K ﹤0.01%
85
-29
865
$27.8K ﹤0.01%
1,015
-341
866
$27.8K ﹤0.01%
1,345
-5
867
$27.4K ﹤0.01%
532
868
$27.2K ﹤0.01%
2,891
869
$27K ﹤0.01%
198
+24
870
$26.9K ﹤0.01%
1,073
+113
871
$26.9K ﹤0.01%
559
-7
872
$26.5K ﹤0.01%
755
+708
873
$26.5K ﹤0.01%
324
-2
874
$26.3K ﹤0.01%
466
-6
875
$26.3K ﹤0.01%
520
+148
33 34
35
36 37