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
301
$1.29M 0.05%
5,180
-585
302
$1.28M 0.05%
28,209
-14,770
303
$1.28M 0.05%
6,622
-240
304
$1.28M 0.05%
45,837
-1,662
305
$1.27M 0.05%
4,185
-157
306
$1.27M 0.05%
24,684
-4,450
307
$1.26M 0.05%
2,909
-414
308
$1.26M 0.05%
5,829
-2,448
309
$1.25M 0.05%
17,223
-6,350
310
$1.25M 0.05%
6,976
-495
311
$1.21M 0.05%
21,322
+404
312
$1.2M 0.05%
4,485
-599
313
$1.2M 0.05%
47,420
-1,435
314
$1.19M 0.05%
23,683
+8,943
315
$1.19M 0.05%
8,868
-14,296
316
$1.18M 0.05%
2,546
+88
317
$1.17M 0.05%
43,884
-3,326
318
$1.15M 0.05%
3,017
-169
319
$1.15M 0.05%
4,894
+514
320
$1.15M 0.05%
5,047
-660
321
$1.15M 0.05%
8,648
-119
322
$1.13M 0.05%
12,693
-1,357
323
$1.13M 0.05%
7,262
+5,028
324
$1.13M 0.05%
2,578
-91
325
$1.13M 0.05%
12,923
-979
11 12
13
14 15