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
1051
$6.97K ﹤0.01%
99
1052
$6.93K ﹤0.01%
81
-45
1053
$6.83K ﹤0.01%
66
+10
1054
$6.77K ﹤0.01%
507
1055
$6.75K ﹤0.01%
153
-82
1056
$6.7K ﹤0.01%
32
1057
$6.61K ﹤0.01%
123
1058
$6.55K ﹤0.01%
62
1059
$6.48K ﹤0.01%
1,000
1060
$6.39K ﹤0.01%
460
1061
$5.86K ﹤0.01%
318
1062
$5.78K ﹤0.01%
88
1063
$5.74K ﹤0.01%
227
-28
1064
$5.59K ﹤0.01%
219
1065
$5.59K ﹤0.01%
68
1066
$5.56K ﹤0.01%
251
1067
$5.51K ﹤0.01%
183
+111
1068
$5.41K ﹤0.01%
99
1069
$5.38K ﹤0.01%
478
-79,124
1070
$5.3K ﹤0.01%
64
-124
1071
$5.29K ﹤0.01%
325
+285
1072
$5.25K ﹤0.01%
472
1073
$5.24K ﹤0.01%
170
1074
$5.21K ﹤0.01%
170
1075
$5.11K ﹤0.01%
160
-34
41 42
43
44 45