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
976
$12.8K ﹤0.01%
174
-166
977
$12.5K ﹤0.01%
50
-3
978
$12.3K ﹤0.01%
355
979
$12.2K ﹤0.01%
362
-240
980
$12.1K ﹤0.01%
115
+5
981
$12.1K ﹤0.01%
595
-25
982
$12.1K ﹤0.01%
100
-6
983
$11.9K ﹤0.01%
208
-13
984
$11.9K ﹤0.01%
258
985
$11.7K ﹤0.01%
214
986
$11.7K ﹤0.01%
173
+96
987
$11.7K ﹤0.01%
332
-3,292
988
$11.6K ﹤0.01%
115
-160
989
$11.5K ﹤0.01%
+80
990
$11.5K ﹤0.01%
387
991
$11.5K ﹤0.01%
1,426
-1,809
992
$11.4K ﹤0.01%
93
993
$11.4K ﹤0.01%
264
994
$11.4K ﹤0.01%
190
995
$11.3K ﹤0.01%
164
996
$11.3K ﹤0.01%
129
+16
997
$11.3K ﹤0.01%
+51
998
$11.2K ﹤0.01%
536
+105
999
$11.1K ﹤0.01%
152
1000
$10.9K ﹤0.01%
243
-199
38 39
40
41 42