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
576
$159K 0.01%
3,586
+183
577
$159K 0.01%
2,057
-1,620
578
$158K 0.01%
3,579
-547
579
$157K 0.01%
425
+7
580
$155K 0.01%
14,466
581
$155K 0.01%
2,851
-631
582
$154K 0.01%
1,019
+4
583
$152K 0.01%
2,601
-310
584
$152K 0.01%
3,156
-1,342
585
$151K 0.01%
404
-32
586
$150K 0.01%
1,864
+174
587
$148K 0.01%
401
-66
588
$148K 0.01%
3,135
+60
589
$147K 0.01%
1,366
-107
590
$146K 0.01%
2,726
+12
591
$146K 0.01%
3,217
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592
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593
$144K 0.01%
60
-6
594
$144K 0.01%
51,358
-22,377
595
$142K 0.01%
892
+2
596
$142K 0.01%
1,886
+128
597
$140K 0.01%
2,210
+417
598
$138K 0.01%
4,536
-12
599
$138K 0.01%
775
-474
600
$137K 0.01%
989
-40
22 23
24
25 26