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
476
$324K 0.01%
1,274
+133
477
$323K 0.01%
2,142
-43
478
$322K 0.01%
1,853
-48
479
$320K 0.01%
+12,138
480
$318K 0.01%
400
-245
481
$316K 0.01%
5,337
-8,914
482
$313K 0.01%
8,048
+23
483
$313K 0.01%
13,250
-40
484
$312K 0.01%
7,861
-2,237
485
$311K 0.01%
1,581
-979
486
$305K 0.01%
970
-38
487
$303K 0.01%
+24,660
488
$298K 0.01%
1,440
+171
489
$291K 0.01%
9,086
+72
490
$290K 0.01%
8,900
-4,464
491
$281K 0.01%
932
+202
492
$279K 0.01%
5,432
+3,065
493
$277K 0.01%
1,969
-736
494
$275K 0.01%
7,648
-60,224
495
$274K 0.01%
3,016
-17,366
496
$273K 0.01%
5,157
+292
497
$273K 0.01%
6,367
-225
498
$272K 0.01%
3,502
+212
499
$272K 0.01%
698
-11
500
$271K 0.01%
4,609
+760
18 19
20
21 22