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
101
$4.88M 0.23%
28,058
+3,160
102
$4.75M 0.22%
12,974
+1,259
103
$4.64M 0.22%
139,958
+27,275
104
$4.63M 0.22%
55,366
+4,075
105
$4.6M 0.22%
21,471
-671
106
$4.59M 0.22%
91,165
+5,397
107
$4.59M 0.22%
111,061
-10,592
108
$4.5M 0.21%
25,482
+117
109
$4.4M 0.21%
71,833
-11,251
110
$4.36M 0.21%
15,112
-149
111
$4.31M 0.2%
92,226
+12,731
112
$4.27M 0.2%
21,967
-12,110
113
$4.21M 0.2%
298,271
-105
114
$4.09M 0.19%
82,015
-1,668
115
$4.07M 0.19%
13,201
+4,308
116
$4.06M 0.19%
80,997
-10,355
117
$4.05M 0.19%
29,866
+3,502
118
$4.04M 0.19%
103,686
+1,248
119
$4.01M 0.19%
69,617
-173
120
$4.01M 0.19%
8,627
-46
121
$3.83M 0.18%
60,209
-4,398
122
$3.83M 0.18%
68,010
+34,950
123
$3.8M 0.18%
15,701
-754
124
$3.71M 0.18%
38,645
+143
125
$3.71M 0.18%
39,758
+13,300
3 4
5
6 7