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
176
$2.52M 0.12%
22,332
+1,129
177
$2.49M 0.12%
43,078
+1,230
178
$2.49M 0.12%
46,501
-14,004
179
$2.47M 0.12%
12,733
+9,628
180
$2.47M 0.12%
81,212
-5,820
181
$2.44M 0.12%
38,173
+22,230
182
$2.44M 0.12%
38,716
-2,026
183
$2.43M 0.11%
32,725
+9,804
184
$2.42M 0.11%
23,974
-3,843
185
$2.41M 0.11%
202,707
-5,088
186
$2.41M 0.11%
11,041
-1,559
187
$2.39M 0.11%
52,787
-13,498
188
$2.36M 0.11%
56,070
-16,460
189
$2.34M 0.11%
230,957
-57,029
190
$2.31M 0.11%
14,748
-408
191
$2.28M 0.11%
19,511
-3,584
192
$2.28M 0.11%
154,370
-64,100
193
$2.26M 0.11%
38,622
-1,550
194
$2.26M 0.11%
124,824
-6,692
195
$2.26M 0.11%
18,636
-13,650
196
$2.24M 0.11%
35,320
-2,869
197
$2.24M 0.11%
11,948
-562
198
$2.18M 0.1%
9,174
-1,191
199
$2.18M 0.1%
26,211
+17,654
200
$2.18M 0.1%
9,520
+745
6 7
8
9 10