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
251
$1.82M 0.08%
15,594
-630
252
$1.8M 0.07%
26,179
+18,705
253
$1.79M 0.07%
3,634
+6
254
$1.79M 0.07%
28,012
-4,528
255
$1.78M 0.07%
14,779
-1,405
256
$1.77M 0.07%
5,336
-2,524
257
$1.77M 0.07%
8,494
+219
258
$1.77M 0.07%
9,992
-1,289
259
$1.76M 0.07%
8,519
-280
260
$1.75M 0.07%
36,267
-3,278
261
$1.74M 0.07%
19,940
-5,216
262
$1.74M 0.07%
16,683
-245
263
$1.73M 0.07%
14,945
-1,506
264
$1.72M 0.07%
7,332
+434
265
$1.7M 0.07%
10,154
-337
266
$1.67M 0.07%
21,119
-5,277
267
$1.66M 0.07%
14,333
+362
268
$1.65M 0.07%
50,261
-16,536
269
$1.63M 0.07%
21,702
-171
270
$1.63M 0.07%
37,712
-8,997
271
$1.63M 0.07%
27,976
+3,502
272
$1.61M 0.07%
27,502
+520
273
$1.59M 0.07%
11,638
+241
274
$1.59M 0.07%
26,165
-2,706
275
$1.59M 0.07%
23,908
-1,059
9 10
11
12 13