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
1026
$8.99K ﹤0.01%
60
+55
1027
$8.93K ﹤0.01%
128
-58
1028
$8.9K ﹤0.01%
483
+156
1029
$8.89K ﹤0.01%
245
+102
1030
$8.67K ﹤0.01%
49
-5
1031
$8.62K ﹤0.01%
+364
1032
$8.44K ﹤0.01%
210
+84
1033
$8.42K ﹤0.01%
356
-43
1034
$8.4K ﹤0.01%
788
-28
1035
$8.2K ﹤0.01%
180
-59
1036
$8.2K ﹤0.01%
762
+317
1037
$8.07K ﹤0.01%
112
-36
1038
$7.99K ﹤0.01%
256
1039
$7.74K ﹤0.01%
587
1040
$7.69K ﹤0.01%
157
1041
$7.67K ﹤0.01%
110
-17
1042
$7.53K ﹤0.01%
62
1043
$7.53K ﹤0.01%
63
1044
$7.4K ﹤0.01%
44
1045
$7.3K ﹤0.01%
29
1046
$7.29K ﹤0.01%
306
+160
1047
$7.25K ﹤0.01%
26
-10
1048
$7.13K ﹤0.01%
146
+50
1049
$7.08K ﹤0.01%
75
1050
$7K ﹤0.01%
319
40 41
42
43 44