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
26
$15M 0.62%
130,560
-662
27
$14.3M 0.59%
90,406
-2,906
28
$14.1M 0.58%
166,082
-24,019
29
$13.9M 0.58%
95,960
-24,580
30
$13.3M 0.55%
39,536
-12,805
31
$13.2M 0.55%
102,947
-3,406
32
$13.1M 0.55%
171,324
-24,885
33
$13.1M 0.54%
114,373
+4,077
34
$13M 0.54%
25,928
-6,874
35
$12.9M 0.54%
28,124
-2,283
36
$12.4M 0.52%
21,874
-2,732
37
$12.4M 0.51%
133,214
+3,632
38
$12.3M 0.51%
95,471
+32,438
39
$12.1M 0.5%
55,913
-7,937
40
$12M 0.5%
138,047
+45,510
41
$11.6M 0.48%
18,066
-1,632
42
$11.6M 0.48%
98,935
-5,437
43
$11.2M 0.47%
176,700
-34,901
44
$11.1M 0.46%
409,932
+58,494
45
$10.4M 0.43%
109,496
-13,940
46
$10.1M 0.42%
64,331
-5,367
47
$9.96M 0.41%
319,562
-21,276
48
$9.81M 0.41%
14,706
-4,505
49
$9.62M 0.4%
326,950
-29,090
50
$9.26M 0.38%
31,741
-5,975
1
2
3 4 5