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
201
$2.17M 0.1%
21,929
-2,450
202
$2.15M 0.1%
20,399
-1,420
203
$2.14M 0.1%
142,293
+1,191
204
$2.14M 0.1%
47,007
+10,832
205
$2.12M 0.1%
14,488
-409
206
$2.09M 0.1%
16,818
-3,766
207
$2.09M 0.1%
25,662
+3,848
208
$2.09M 0.1%
19,845
-811
209
$2.09M 0.1%
8,145
-1,144
210
$2.06M 0.1%
8,613
-410
211
$2.03M 0.1%
24,258
+3,944
212
$2.02M 0.1%
12,871
-477
213
$2.01M 0.1%
14,380
-1,011
214
$2M 0.09%
81,416
+3,746
215
$2M 0.09%
17,079
-2,508
216
$2M 0.09%
35,017
-1,040
217
$2M 0.09%
22,908
-3,816
218
$1.99M 0.09%
36,023
+19,941
219
$1.97M 0.09%
23,436
+587
220
$1.95M 0.09%
8,071
+2,985
221
$1.94M 0.09%
22,235
-3,185
222
$1.94M 0.09%
15,366
-174
223
$1.94M 0.09%
29,107
-1,202
224
$1.93M 0.09%
11,668
-21
225
$1.92M 0.09%
79,800
-2,354
7 8
9
10 11