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
126
$3.7M 0.18%
33,577
-18,294
127
$3.65M 0.17%
151,330
-3,319
128
$3.62M 0.17%
17,477
+511
129
$3.58M 0.17%
19,516
+4,424
130
$3.57M 0.17%
73,776
-7,899
131
$3.56M 0.17%
10,577
+5,089
132
$3.53M 0.17%
47,436
-16,015
133
$3.52M 0.17%
42,727
+1,589
134
$3.38M 0.16%
33,537
+698
135
$3.38M 0.16%
8,680
-1,853
136
$3.38M 0.16%
80,628
-21,522
137
$3.35M 0.16%
28,395
-10,527
138
$3.34M 0.16%
47,300
-9,532
139
$3.32M 0.16%
12,454
+537
140
$3.29M 0.16%
33,173
-1,391
141
$3.25M 0.15%
23,268
+5,929
142
$3.25M 0.15%
67,057
+5,284
143
$3.18M 0.15%
29,150
+28,769
144
$3.17M 0.15%
22,615
+343
145
$3.17M 0.15%
27,407
+640
146
$3.16M 0.15%
8,387
-201
147
$3.09M 0.15%
17,636
+459
148
$3.07M 0.15%
10,242
-77
149
$3.05M 0.14%
14,274
+423
150
$3.04M 0.14%
29,122
+11,271
4 5
6
7 8