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
701
$67.6K ﹤0.01%
303
-4
702
$67.2K ﹤0.01%
619
-147
703
$66.8K ﹤0.01%
768
-96
704
$65.7K ﹤0.01%
380
-19
705
$65.6K ﹤0.01%
2,621
-3,924
706
$65.1K ﹤0.01%
1,179
+21
707
$64.6K ﹤0.01%
1,499
-773
708
$64.5K ﹤0.01%
1,549
+39
709
$63.1K ﹤0.01%
2,097
-38
710
$63.1K ﹤0.01%
9,298
-10,326
711
$62.4K ﹤0.01%
410
-8
712
$62K ﹤0.01%
546
-578
713
$61.7K ﹤0.01%
2,127
-421
714
$61.5K ﹤0.01%
1,375
-1,940
715
$61.2K ﹤0.01%
255
-63
716
$61.2K ﹤0.01%
241
-14
717
$61K ﹤0.01%
4,861
-2,607
718
$60.3K ﹤0.01%
556
-45
719
$60K ﹤0.01%
94
-36
720
$58.6K ﹤0.01%
1,050
-129
721
$58.3K ﹤0.01%
434
-71
722
$58.3K ﹤0.01%
285
-29
723
$58K ﹤0.01%
1,846
724
$57.9K ﹤0.01%
169
-15
725
$57.4K ﹤0.01%
490
-82
27 28
29
30 31