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
451
$402K 0.02%
+8,814
452
$397K 0.02%
3,655
+919
453
$388K 0.02%
2,698
-71
454
$387K 0.02%
1,628
+1,269
455
$386K 0.02%
1,408
-53
456
$383K 0.02%
4,820
+7
457
$382K 0.02%
5,208
+479
458
$376K 0.02%
14,667
-11,942
459
$375K 0.02%
+13,270
460
$375K 0.02%
35,134
461
$374K 0.02%
4,293
+294
462
$372K 0.02%
4,936
-563
463
$372K 0.02%
5,384
+387
464
$369K 0.02%
2,018
-1,636
465
$366K 0.02%
1,664
-373
466
$361K 0.02%
4,673
+336
467
$359K 0.01%
7,278
-306
468
$359K 0.01%
6,669
-4,877
469
$357K 0.01%
3,129
-260
470
$354K 0.01%
6,318
+234
471
$339K 0.01%
8,593
-2,824
472
$330K 0.01%
4,831
473
$330K 0.01%
3,415
-268
474
$328K 0.01%
2,880
+76
475
$327K 0.01%
1,688
-2
17 18
19
20 21