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
601
$136K 0.01%
3,990
+145
602
$135K 0.01%
2,852
-127
603
$134K 0.01%
1,391
-78
604
$133K 0.01%
39,152
-37,826
605
$133K 0.01%
1,106
-100
606
$132K 0.01%
12,760
-6,017
607
$131K 0.01%
2,532
+4
608
$130K 0.01%
+1,167
609
$130K 0.01%
1,527
610
$124K 0.01%
1,562
-66
611
$124K 0.01%
2,224
612
$121K 0.01%
3,051
+853
613
$121K 0.01%
3,450
-150
614
$121K 0.01%
1,982
-49
615
$119K ﹤0.01%
1,830
+27
616
$117K ﹤0.01%
+2,783
617
$116K ﹤0.01%
2,548
618
$116K ﹤0.01%
235
-53
619
$115K ﹤0.01%
+3,557
620
$114K ﹤0.01%
928
621
$113K ﹤0.01%
1,096
622
$113K ﹤0.01%
3,524
+11
623
$113K ﹤0.01%
1,020
+176
624
$113K ﹤0.01%
6,304
+86
625
$111K ﹤0.01%
712
+641
23 24
25
26 27