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
626
$110K ﹤0.01%
1,818
-764
627
$108K ﹤0.01%
882
-27
628
$107K ﹤0.01%
3,475
-25
629
$107K ﹤0.01%
1,746
-162
630
$105K ﹤0.01%
1,038
-26
631
$105K ﹤0.01%
2,562
632
$105K ﹤0.01%
1,105
-59
633
$104K ﹤0.01%
799
+104
634
$103K ﹤0.01%
887
-49
635
$103K ﹤0.01%
654
+4
636
$102K ﹤0.01%
2,452
-1,198
637
$101K ﹤0.01%
387
-15
638
$99.7K ﹤0.01%
1,351
-14
639
$99K ﹤0.01%
2,757
-446
640
$98.1K ﹤0.01%
288
+90
641
$98K ﹤0.01%
251
-62
642
$98K ﹤0.01%
1,056
-24
643
$96K ﹤0.01%
1,335
-40
644
$95.7K ﹤0.01%
2,323
-5
645
$95.6K ﹤0.01%
2,538
+99
646
$94.6K ﹤0.01%
1,497
-581
647
$93.9K ﹤0.01%
363
+47
648
$92.3K ﹤0.01%
907
-14
649
$92K ﹤0.01%
2,028
+101
650
$91.9K ﹤0.01%
1,182
24 25
26
27 28