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
676
$77.8K ﹤0.01%
289
-5,279
677
$77.8K ﹤0.01%
605
+76
678
$77.4K ﹤0.01%
3,364
-1,647
679
$77.4K ﹤0.01%
1,102
-173
680
$77.1K ﹤0.01%
1,288
681
$77K ﹤0.01%
644
-8
682
$77K ﹤0.01%
+2,936
683
$75.1K ﹤0.01%
1,250
684
$74.6K ﹤0.01%
1,257
-34
685
$72.9K ﹤0.01%
+1,921
686
$72.8K ﹤0.01%
1,066
-25
687
$72.2K ﹤0.01%
1,929
-208
688
$72K ﹤0.01%
71
-5
689
$72K ﹤0.01%
536
+112
690
$71.5K ﹤0.01%
53
-77
691
$71.1K ﹤0.01%
506
+34
692
$70.6K ﹤0.01%
1,177
-855
693
$70.2K ﹤0.01%
655
+3
694
$69.8K ﹤0.01%
386
-40
695
$69.7K ﹤0.01%
298
-45
696
$69.6K ﹤0.01%
1,252
+83
697
$69.4K ﹤0.01%
306
-41
698
$69.3K ﹤0.01%
529
+3
699
$68.5K ﹤0.01%
310
+112
700
$67.8K ﹤0.01%
1,154
-423
26 27
28
29 30