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
651
$90.9K ﹤0.01%
1,905
+40
652
$90.6K ﹤0.01%
3,337
+1,802
653
$90.4K ﹤0.01%
617
+19
654
$90.2K ﹤0.01%
3,747
-781
655
$89.7K ﹤0.01%
2,564
-1,062
656
$89.6K ﹤0.01%
939
+429
657
$89.3K ﹤0.01%
790
-183
658
$87.3K ﹤0.01%
261
+8
659
$86.6K ﹤0.01%
15,865
+1,176
660
$86.6K ﹤0.01%
387
-5,791
661
$86K ﹤0.01%
2,100
-1,098
662
$85.5K ﹤0.01%
1,715
-70
663
$84.7K ﹤0.01%
1,295
+108
664
$84.6K ﹤0.01%
134
+38
665
$82.3K ﹤0.01%
2,211
-680
666
$80.9K ﹤0.01%
1,393
-48
667
$80.8K ﹤0.01%
928
-72
668
$80.4K ﹤0.01%
400
+25
669
$79.8K ﹤0.01%
3,151
+1,357
670
$79.6K ﹤0.01%
16,302
+14
671
$79.5K ﹤0.01%
315
-8
672
$79.1K ﹤0.01%
202
+38
673
$79K ﹤0.01%
453
-54
674
$78.8K ﹤0.01%
1,190
-46
675
$78.5K ﹤0.01%
1,006
-339
25 26
27
28 29