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
951
$15.2K ﹤0.01%
672
952
$15.1K ﹤0.01%
110
-64
953
$15.1K ﹤0.01%
233
-47
954
$15.1K ﹤0.01%
335
+255
955
$15.1K ﹤0.01%
762
-18
956
$15K ﹤0.01%
222
+15
957
$14.9K ﹤0.01%
146
-15
958
$14.9K ﹤0.01%
104
+55
959
$14.7K ﹤0.01%
98
960
$14.7K ﹤0.01%
91
-2
961
$14.6K ﹤0.01%
322
+155
962
$14.4K ﹤0.01%
431
963
$14.3K ﹤0.01%
90
964
$14.1K ﹤0.01%
339
-9
965
$13.9K ﹤0.01%
131
966
$13.9K ﹤0.01%
116
-84
967
$13.8K ﹤0.01%
173
-33
968
$13.7K ﹤0.01%
489
-120
969
$13.5K ﹤0.01%
554
-79
970
$13.4K ﹤0.01%
215
+9
971
$13.3K ﹤0.01%
970
-128
972
$13.2K ﹤0.01%
121
-1
973
$13.1K ﹤0.01%
229
+7
974
$13K ﹤0.01%
116
-168
975
$12.9K ﹤0.01%
142
-37
37 38
39
40 41