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
901
$22.3K ﹤0.01%
392
+14
902
$21.6K ﹤0.01%
379
+170
903
$21.5K ﹤0.01%
62
-3
904
$21.5K ﹤0.01%
378
-39
905
$21.3K ﹤0.01%
+887
906
$21.3K ﹤0.01%
225
907
$21.1K ﹤0.01%
126
908
$21K ﹤0.01%
157
-5,361
909
$20.7K ﹤0.01%
1,075
+216
910
$20.6K ﹤0.01%
628
-109
911
$20.2K ﹤0.01%
243
912
$20.1K ﹤0.01%
239
-185
913
$20.1K ﹤0.01%
119
-2
914
$20.1K ﹤0.01%
1,642
+184
915
$20.1K ﹤0.01%
228
+21
916
$20.1K ﹤0.01%
603
-412
917
$19.9K ﹤0.01%
443
-28
918
$19.9K ﹤0.01%
775
919
$19.8K ﹤0.01%
339
920
$19.7K ﹤0.01%
61
+14
921
$19.4K ﹤0.01%
241
-37
922
$19.3K ﹤0.01%
374
+210
923
$19K ﹤0.01%
535
+156
924
$18.8K ﹤0.01%
270
-68
925
$18.6K ﹤0.01%
547
-104
35 36
37
38 39