TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$152M 7.19%
398,149
-50,143
2
$67.2M 3.17%
893,233
-50,476
3
$62.3M 2.94%
767,211
-230,126
4
$55.8M 2.64%
582,365
+128,071
5
$51M 2.41%
676,969
+189,159
6
$45.8M 2.16%
301,520
+735
7
$40.6M 1.92%
189,427
+31,417
8
$39.6M 1.87%
164,671
-9,735
9
$30.4M 1.44%
200,597
+64,412
10
$29.8M 1.41%
453,507
+130,594
11
$28.8M 1.36%
229,839
-15,548
12
$27.7M 1.31%
72,111
+43,539
13
$24.8M 1.17%
176,561
-1,728
14
$23.1M 1.09%
394,268
-104,191
15
$22.6M 1.07%
105,999
+4,802
16
$22.2M 1.05%
63,138
+13,133
17
$21M 0.99%
99,831
+77,230
18
$20.9M 0.99%
197,764
-15,962
19
$18.2M 0.86%
375,390
-54,035
20
$17.5M 0.83%
692,223
+59,550
21
$17.4M 0.82%
65,386
+7,921
22
$16.5M 0.78%
186,910
-4,907
23
$16.4M 0.77%
126,134
-3,356
24
$16.2M 0.76%
121,747
+11,804
25
$15.9M 0.75%
118,858
+1,791
1
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