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
1076
$5.04K ﹤0.01%
136
+45
1077
$5.04K ﹤0.01%
108
1078
$4.98K ﹤0.01%
+86
1079
$4.93K ﹤0.01%
161
+39
1080
$4.88K ﹤0.01%
44
1081
$4.77K ﹤0.01%
538
1082
$4.65K ﹤0.01%
463
1083
$4.64K ﹤0.01%
65
1084
$4.6K ﹤0.01%
184
1085
$4.5K ﹤0.01%
130
1086
$4.48K ﹤0.01%
76
-261
1087
$4.46K ﹤0.01%
140
-5,530
1088
$4.37K ﹤0.01%
52
-110
1089
$4.23K ﹤0.01%
5
-21
1090
$4.08K ﹤0.01%
34
+7
1091
$3.98K ﹤0.01%
82
1092
$3.76K ﹤0.01%
339
1093
$3.68K ﹤0.01%
13
-36
1094
$3.68K ﹤0.01%
+214
1095
$3.59K ﹤0.01%
201
1096
$3.58K ﹤0.01%
57
1097
$3.39K ﹤0.01%
139
1098
$3.38K ﹤0.01%
140
1099
$3.35K ﹤0.01%
21
1100
$3.31K ﹤0.01%
35
42 43
44
45 46