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
151
$3.01M 0.14%
18,731
-10,403
152
$3M 0.14%
64,238
+495
153
$2.98M 0.14%
12,517
-1,034
154
$2.96M 0.14%
30,434
+2,153
155
$2.94M 0.14%
48,168
+6,978
156
$2.86M 0.14%
8,633
-49
157
$2.78M 0.13%
35,310
-24,674
158
$2.75M 0.13%
27,388
-2,719
159
$2.75M 0.13%
33,618
-1,881
160
$2.74M 0.13%
21,193
-746
161
$2.73M 0.13%
26,233
+1,698
162
$2.72M 0.13%
18,377
-2,210
163
$2.69M 0.13%
12,450
-5,454
164
$2.69M 0.13%
32,771
-4,688
165
$2.68M 0.13%
69,295
+2,599
166
$2.65M 0.13%
8,512
+389
167
$2.65M 0.13%
8,751
+78
168
$2.62M 0.12%
57,363
-7,231
169
$2.62M 0.12%
65,754
+12,848
170
$2.61M 0.12%
33,790
+1,720
171
$2.6M 0.12%
69,700
-4,586
172
$2.59M 0.12%
36,058
-12,434
173
$2.56M 0.12%
87,519
-2,438
174
$2.56M 0.12%
69,162
-4,519
175
$2.52M 0.12%
85,770
+7,221
5 6
7
8 9