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
1001
$10.9K ﹤0.01%
185
-123
1002
$10.8K ﹤0.01%
253
-340
1003
$10.7K ﹤0.01%
596
-51
1004
$10.6K ﹤0.01%
99
1005
$10.6K ﹤0.01%
807
1006
$10.4K ﹤0.01%
303
1007
$10.3K ﹤0.01%
357
+112
1008
$10.3K ﹤0.01%
151
1009
$10.3K ﹤0.01%
189
-17
1010
$10.2K ﹤0.01%
113
1011
$10.1K ﹤0.01%
194
1012
$9.96K ﹤0.01%
752
1013
$9.89K ﹤0.01%
192
-207
1014
$9.83K ﹤0.01%
74
1015
$9.83K ﹤0.01%
98
-74
1016
$9.83K ﹤0.01%
1,886
1017
$9.71K ﹤0.01%
115
1018
$9.32K ﹤0.01%
285
1019
$9.28K ﹤0.01%
+264
1020
$9.25K ﹤0.01%
28
-16
1021
$9.15K ﹤0.01%
391
1022
$9.13K ﹤0.01%
+303
1023
$9.1K ﹤0.01%
320
-68
1024
$9.06K ﹤0.01%
215
+21
1025
$8.99K ﹤0.01%
270
+108
39 40
41
42 43