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
326
$1.11M 0.05%
7,136
+6,952
327
$1.08M 0.05%
4,944
-760
328
$1.07M 0.04%
4,344
-140
329
$1.07M 0.04%
10,596
+430
330
$1.07M 0.04%
12,074
-1,203
331
$1.07M 0.04%
14,911
-33
332
$1.07M 0.04%
3,999
-113
333
$1.05M 0.04%
5,150
+333
334
$1.05M 0.04%
11,812
-504
335
$1.03M 0.04%
5,939
+34
336
$1.02M 0.04%
+46,010
337
$1.02M 0.04%
6,215
-414
338
$1.01M 0.04%
11,547
-5,981
339
$1M 0.04%
9,139
+6,531
340
$1M 0.04%
7,412
+1,332
341
$991K 0.04%
26,890
+26,699
342
$989K 0.04%
23,468
-840
343
$984K 0.04%
11,664
-5,762
344
$978K 0.04%
4,281
-22
345
$976K 0.04%
17,336
-24,782
346
$952K 0.04%
3,380
-65
347
$943K 0.04%
15,294
+14,215
348
$937K 0.04%
4,618
-21
349
$934K 0.04%
+54,051
350
$907K 0.04%
3,480
-152
12 13
14
15 16