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
876
$26.2K ﹤0.01%
1,827
-423
877
$26K ﹤0.01%
446
+1
878
$25.9K ﹤0.01%
606
879
$25.8K ﹤0.01%
237
880
$25.8K ﹤0.01%
33
881
$25.4K ﹤0.01%
431
-451
882
$25.1K ﹤0.01%
269
883
$25K ﹤0.01%
114
+10
884
$24.6K ﹤0.01%
637
885
$24.6K ﹤0.01%
116
-51
886
$24.4K ﹤0.01%
8,607
+8,376
887
$24.4K ﹤0.01%
191
-36
888
$24.4K ﹤0.01%
631
+449
889
$24.3K ﹤0.01%
248
-23
890
$24.2K ﹤0.01%
603
-77
891
$24.1K ﹤0.01%
211
-22
892
$23.7K ﹤0.01%
453
-134
893
$23.6K ﹤0.01%
2,092
-1,491
894
$23.4K ﹤0.01%
195
-2
895
$22.9K ﹤0.01%
2,000
896
$22.8K ﹤0.01%
155
-89
897
$22.8K ﹤0.01%
552
898
$22.5K ﹤0.01%
816
+193
899
$22.3K ﹤0.01%
690
900
$22.3K ﹤0.01%
538
-11,977
34 35
36
37 38