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
$2.41B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,296
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$9.04M
3
+$8.56M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.55M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.86M

Top Sells

1
+$28.8M
2
+$16.2M
3
+$10.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.07M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7M

Sector Composition

1 Technology 10.32%
2 Healthcare 7.29%
3 Financials 7.04%
4 Industrials 4.64%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.13M 0.09%
7,253
+252
227
$2.12M 0.09%
62,448
+681
228
$2.1M 0.09%
5,427
-3,589
229
$2.09M 0.09%
19,489
-2,482
230
$2.09M 0.09%
3,170
+109
231
$2.06M 0.09%
24,171
+1,516
232
$2.05M 0.09%
13,131
-357
233
$2.04M 0.08%
41,245
+31,934
234
$2.02M 0.08%
73,286
+57,230
235
$1.98M 0.08%
6,557
+54
236
$1.97M 0.08%
26,483
-13,742
237
$1.96M 0.08%
936
-200
238
$1.94M 0.08%
13,914
-5,361
239
$1.93M 0.08%
8,863
-1,612
240
$1.93M 0.08%
4,167
-26
241
$1.93M 0.08%
38,832
-1,581
242
$1.88M 0.08%
10,307
-267
243
$1.87M 0.08%
317
-171
244
$1.87M 0.08%
22,247
+19,117
245
$1.84M 0.08%
3,479
-381
246
$1.84M 0.08%
11,878
-1,175
247
$1.83M 0.08%
18,686
-5,025
248
$1.83M 0.08%
6,831
-486
249
$1.83M 0.08%
7,440
-385
250
$1.82M 0.08%
9,268
+1,143
8 9
10
11 12