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
1126
$1.62K ﹤0.01%
23
1127
$1.56K ﹤0.01%
26
1128
$1.54K ﹤0.01%
23
1129
$1.52K ﹤0.01%
29
1130
$1.47K ﹤0.01%
251
1131
$1.46K ﹤0.01%
30
-7
1132
$1.44K ﹤0.01%
23
1133
$1.41K ﹤0.01%
62
1134
$1.39K ﹤0.01%
193
1135
$1.37K ﹤0.01%
71
-56
1136
$1.33K ﹤0.01%
74
-1,256
1137
$1.32K ﹤0.01%
16
1138
$1.23K ﹤0.01%
52
1139
$1.23K ﹤0.01%
13
1140
$1.14K ﹤0.01%
45
-10
1141
$1.11K ﹤0.01%
30
1142
$1.1K ﹤0.01%
19
1143
$1.05K ﹤0.01%
+477
1144
$1.05K ﹤0.01%
4
1145
$1.04K ﹤0.01%
16
1146
$1.01K ﹤0.01%
96
+22
1147
$995 ﹤0.01%
7
1148
$955 ﹤0.01%
31
1149
$943 ﹤0.01%
25
1150
$927 ﹤0.01%
25
44 45
46
47 48