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
1101
$3.3K ﹤0.01%
49
1102
$3.01K ﹤0.01%
36
-106
1103
$2.9K ﹤0.01%
139
1104
$2.87K ﹤0.01%
82
1105
$2.77K ﹤0.01%
227
+35
1106
$2.56K ﹤0.01%
78
+13
1107
$2.52K ﹤0.01%
71
1108
$2.37K ﹤0.01%
24
-25
1109
$2.35K ﹤0.01%
126
1110
$2.34K ﹤0.01%
104
+20
1111
$2.29K ﹤0.01%
188
1112
$2.19K ﹤0.01%
106
-69
1113
$2.17K ﹤0.01%
53
1114
$2.14K ﹤0.01%
9
1115
$2.12K ﹤0.01%
+281
1116
$1.97K ﹤0.01%
230
1117
$1.92K ﹤0.01%
33
1118
$1.91K ﹤0.01%
26
1119
$1.84K ﹤0.01%
75
1120
$1.82K ﹤0.01%
113
1121
$1.81K ﹤0.01%
54
1122
$1.75K ﹤0.01%
49
1123
$1.69K ﹤0.01%
23
1124
$1.64K ﹤0.01%
63
1125
$1.63K ﹤0.01%
63
-26
43 44
45
46 47