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
926
$18.5K ﹤0.01%
680
927
$18.1K ﹤0.01%
+341
928
$18.1K ﹤0.01%
578
929
$17.8K ﹤0.01%
1,602
-694
930
$17.8K ﹤0.01%
394
+16
931
$17.8K ﹤0.01%
1,272
932
$17.7K ﹤0.01%
+1,136
933
$17.7K ﹤0.01%
217
+89
934
$17.6K ﹤0.01%
109
-122
935
$17.2K ﹤0.01%
614
-69
936
$17.1K ﹤0.01%
+2,294
937
$16.9K ﹤0.01%
123
938
$16.7K ﹤0.01%
159
-133
939
$16.6K ﹤0.01%
72
-22
940
$16.6K ﹤0.01%
404
-35
941
$16.5K ﹤0.01%
2,573
+89
942
$16.5K ﹤0.01%
246
+117
943
$16.4K ﹤0.01%
152
-4,194
944
$16.4K ﹤0.01%
766
+193
945
$16.3K ﹤0.01%
1,950
946
$16.2K ﹤0.01%
2,033
-1,650
947
$16.1K ﹤0.01%
469
948
$15.9K ﹤0.01%
444
949
$15.5K ﹤0.01%
+775
950
$15.3K ﹤0.01%
1,200
+100
36 37
38
39 40