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
1151
$921 ﹤0.01%
+89
1152
$894 ﹤0.01%
153
1153
$886 ﹤0.01%
55
1154
$836 ﹤0.01%
+17
1155
$827 ﹤0.01%
+37
1156
$820 ﹤0.01%
10
1157
$801 ﹤0.01%
+49
1158
$760 ﹤0.01%
20
1159
$758 ﹤0.01%
2
1160
$741 ﹤0.01%
73
1161
$740 ﹤0.01%
+37
1162
$724 ﹤0.01%
65
-30
1163
$696 ﹤0.01%
+33
1164
$690 ﹤0.01%
12
-80
1165
$681 ﹤0.01%
62
1166
$655 ﹤0.01%
46
1167
$651 ﹤0.01%
46
1168
$627 ﹤0.01%
+40
1169
$624 ﹤0.01%
+12
1170
$610 ﹤0.01%
15
1171
$609 ﹤0.01%
40
1172
$594 ﹤0.01%
+12
1173
$577 ﹤0.01%
3
1174
$569 ﹤0.01%
+193
1175
$562 ﹤0.01%
+16
45 46
47
48 49