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
76
$6.06M 0.29%
17,993
-4,878
77
$5.99M 0.28%
67,461
-23,892
78
$5.87M 0.28%
34,576
-4,581
79
$5.79M 0.27%
332,478
+53,301
80
$5.67M 0.27%
119,982
-5,217
81
$5.66M 0.27%
76,925
-10,030
82
$5.64M 0.27%
113,269
+4,149
83
$5.63M 0.27%
77,751
-4,427
84
$5.61M 0.27%
143,680
+164
85
$5.61M 0.27%
31,062
+686
86
$5.59M 0.26%
7,886
-165
87
$5.56M 0.26%
51,629
+21,333
88
$5.49M 0.26%
29,115
-57
89
$5.45M 0.26%
126,633
-15,088
90
$5.39M 0.25%
32,877
-4,296
91
$5.32M 0.25%
74,533
+4,441
92
$5.28M 0.25%
20,074
-9,420
93
$5.22M 0.25%
149,190
-23,180
94
$5.19M 0.25%
119,316
-9,453
95
$5.07M 0.24%
275,545
-6,265
96
$5.05M 0.24%
115,011
+9,521
97
$5.03M 0.24%
74,556
+30,884
98
$5M 0.24%
26,156
-2,539
99
$4.99M 0.24%
45,460
-25
100
$4.98M 0.24%
10,235
+243
2 3
4
5 6