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
401
$587K 0.02%
6,372
-198
402
$583K 0.02%
10,625
+2,985
403
$582K 0.02%
5,672
-3,955
404
$582K 0.02%
7,887
+1,225
405
$581K 0.02%
7,926
-1,007
406
$578K 0.02%
+10,119
407
$577K 0.02%
13,190
+286
408
$574K 0.02%
3,161
-245
409
$559K 0.02%
26,398
-6,248
410
$558K 0.02%
1,754
+74
411
$558K 0.02%
+4,123
412
$550K 0.02%
2,750
-18
413
$540K 0.02%
8,708
-623
414
$518K 0.02%
4,446
-1,351
415
$515K 0.02%
9,337
+3,511
416
$509K 0.02%
4,794
+225
417
$505K 0.02%
4,403
+112
418
$503K 0.02%
24,568
+5,784
419
$500K 0.02%
+15,730
420
$495K 0.02%
19,827
+7,104
421
$492K 0.02%
3,320
-14
422
$491K 0.02%
2,977
-28
423
$490K 0.02%
12,081
-5,067
424
$490K 0.02%
40,793
-1,144
425
$490K 0.02%
7,177
+179
15 16
17
18 19