TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
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
+$9.77M

Top Sells

1
+$19.3M
2
+$18.7M
3
+$7.42M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.77M

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
1176
$525 ﹤0.01%
9
1177
$499 ﹤0.01%
133
+62
1178
$475 ﹤0.01%
+7
1179
$458 ﹤0.01%
6
1180
$432 ﹤0.01%
+34
1181
$430 ﹤0.01%
+16
1182
$428 ﹤0.01%
+42
1183
$425 ﹤0.01%
+12
1184
$406 ﹤0.01%
+12
1185
$379 ﹤0.01%
+6
1186
$376 ﹤0.01%
3
1187
$372 ﹤0.01%
+13
1188
$369 ﹤0.01%
5
1189
$366 ﹤0.01%
+9
1190
$361 ﹤0.01%
+7
1191
$353 ﹤0.01%
+31
1192
$353 ﹤0.01%
+32
1193
$339 ﹤0.01%
9
1194
$307 ﹤0.01%
4
1195
$299 ﹤0.01%
93
1196
$285 ﹤0.01%
10
-18
1197
$282 ﹤0.01%
4
-52
1198
$272 ﹤0.01%
+22
1199
$259 ﹤0.01%
2
1200
$246 ﹤0.01%
27
46 47
48
49 50