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
51
$9.22M 0.38%
66,434
-998
52
$9.18M 0.38%
291,551
+8,480
53
$9.1M 0.38%
14,849
-671
54
$8.93M 0.37%
171,865
-22,998
55
$8.73M 0.36%
50,839
-1,107
56
$8.67M 0.36%
167,629
-20,156
57
$8.64M 0.36%
52,821
-4,494
58
$8.26M 0.34%
110,671
+24,967
59
$8.09M 0.34%
92,327
+14,224
60
$8.08M 0.34%
164,366
-22,995
61
$7.95M 0.33%
158,031
+29,206
62
$7.78M 0.32%
18,749
-965
63
$7.7M 0.32%
74,385
-103
64
$7.64M 0.32%
8,344
-1,656
65
$7.46M 0.31%
24,941
+1,659
66
$7.41M 0.31%
111,350
-39,680
67
$7.36M 0.31%
125,682
-5,978
68
$7.28M 0.3%
41,925
-16,024
69
$7.25M 0.3%
81,475
-5,893
70
$7.16M 0.3%
127,432
-7,270
71
$6.82M 0.28%
111,480
-15,992
72
$6.75M 0.28%
18,789
-6,258
73
$6.7M 0.28%
179,046
+354
74
$6.69M 0.28%
113,213
-112,714
75
$6.6M 0.27%
90,925
-17,491
1 2
3
4 5