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
276
$1.56M 0.06%
7,123
+405
277
$1.56M 0.06%
12,384
-2,282
278
$1.54M 0.06%
5,967
-3,048
279
$1.53M 0.06%
26,634
-167
280
$1.52M 0.06%
+22,491
281
$1.51M 0.06%
4,284
-36
282
$1.5M 0.06%
52,865
-7,342
283
$1.49M 0.06%
11,465
-696
284
$1.49M 0.06%
26,880
-2,342
285
$1.48M 0.06%
68,072
-33,872
286
$1.48M 0.06%
16,872
-395
287
$1.46M 0.06%
62,039
-7,486
288
$1.44M 0.06%
4,208
-234
289
$1.41M 0.06%
1,867
-373
290
$1.4M 0.06%
26,823
+25,545
291
$1.39M 0.06%
40,760
+38,194
292
$1.38M 0.06%
40,408
-7,486
293
$1.38M 0.06%
9,134
-4,494
294
$1.37M 0.06%
22,620
-714
295
$1.36M 0.06%
24,403
+2,064
296
$1.36M 0.06%
6,294
-34
297
$1.34M 0.06%
54,681
+67
298
$1.33M 0.06%
10,086
-3,916
299
$1.31M 0.05%
12,137
-8,437
300
$1.29M 0.05%
12,549
-951
10 11
12
13 14