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
351
$904K 0.04%
2,590
-13
352
$897K 0.04%
8,476
+1,175
353
$896K 0.04%
23,813
-20,251
354
$890K 0.04%
40,267
+18,889
355
$888K 0.04%
7,231
-1,497
356
$872K 0.04%
26,319
-313
357
$867K 0.04%
19,872
+985
358
$858K 0.04%
32,593
-2,461
359
$854K 0.04%
11,132
360
$837K 0.03%
5,043
+847
361
$831K 0.03%
17,575
+135
362
$829K 0.03%
15,019
+1,084
363
$819K 0.03%
26,054
+6,030
364
$808K 0.03%
94,089
-6,436
365
$808K 0.03%
8,758
+263
366
$782K 0.03%
6,343
+607
367
$771K 0.03%
3,915
+597
368
$769K 0.03%
20,848
+645
369
$767K 0.03%
16,110
-222
370
$751K 0.03%
11,362
-80
371
$749K 0.03%
4,111
-177
372
$743K 0.03%
23,352
+809
373
$742K 0.03%
6,308
-635
374
$741K 0.03%
22,646
+1,006
375
$738K 0.03%
4,719
+1,339
13 14
15
16 17