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
1201
$259 ﹤0.01%
2
1202
$246 ﹤0.01%
27
1203
$239 ﹤0.01%
67
1204
$220 ﹤0.01%
2
1205
$212 ﹤0.01%
+6
1206
$204 ﹤0.01%
+25
1207
$190 ﹤0.01%
+169
1208
$3 ﹤0.01%
1
1209
– –
-8
1210
– –
-25
1211
– –
-46
1212
– –
-6
1213
– –
-48
1214
– –
-31
1215
– –
-145
1216
– –
-1,921
1217
– –
-1,241
1218
– –
-46
1219
– –
-763
1220
– –
-53
1221
– –
-19
1222
– –
-18
1223
– –
-36
1224
– –
-30
1225
– –
-14
47 48
49
50 51