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
526
$239K 0.01%
1,332
-76
527
$239K 0.01%
1,263
-8
528
$237K 0.01%
2,308
+89
529
$234K 0.01%
22,161
-11
530
$232K 0.01%
647
-37
531
$227K 0.01%
2,149
-53
532
$226K 0.01%
3,402
-884
533
$221K 0.01%
854
+62
534
$219K 0.01%
6,717
-3,271
535
$219K 0.01%
1,590
+220
536
$219K 0.01%
1,691
-30
537
$218K 0.01%
1,175
-1
538
$215K 0.01%
2,232
+1,515
539
$213K 0.01%
1,401
-229
540
$213K 0.01%
1,032
-18
541
$213K 0.01%
2,426
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542
$212K 0.01%
2,322
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543
$211K 0.01%
15,242
-232
544
$210K 0.01%
506
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545
$209K 0.01%
2,717
-59
546
$206K 0.01%
990
+943
547
$205K 0.01%
744
+15
548
$201K 0.01%
2,590
-1,123
549
$200K 0.01%
2,551
-158
550
$200K 0.01%
1,388
+150
20 21
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