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
426
$484K 0.02%
7,877
+57
427
$484K 0.02%
5,201
+266
428
$471K 0.02%
10,537
+65
429
$468K 0.02%
18,002
-411
430
$464K 0.02%
4,126
-1,273
431
$461K 0.02%
+16,027
432
$461K 0.02%
6,781
+40
433
$459K 0.02%
13,171
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434
$457K 0.02%
1,536
-7,399
435
$451K 0.02%
6,680
+1,550
436
$449K 0.02%
5,230
+646
437
$448K 0.02%
20,502
+6,676
438
$448K 0.02%
98,390
439
$444K 0.02%
941
-87
440
$436K 0.02%
6,438
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441
$430K 0.02%
3,984
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442
$429K 0.02%
3,966
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443
$426K 0.02%
3,038
-1,846
444
$424K 0.02%
2,654
-127
445
$420K 0.02%
10,213
+58
446
$413K 0.02%
7,482
-6,440
447
$412K 0.02%
4,484
-807
448
$412K 0.02%
24,621
-163
449
$410K 0.02%
9,947
-345
450
$409K 0.02%
2,536
-26
16 17
18
19 20