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
726
$57.2K ﹤0.01%
3,630
+458
727
$57.1K ﹤0.01%
3,617
-54
728
$55.9K ﹤0.01%
519
-11
729
$55.2K ﹤0.01%
334
+41
730
$54.6K ﹤0.01%
155
+2
731
$53.1K ﹤0.01%
3,122
732
$52.8K ﹤0.01%
150
+11
733
$52.7K ﹤0.01%
772
-21
734
$52.4K ﹤0.01%
441
-1,261
735
$51.1K ﹤0.01%
1,098
-24
736
$51K ﹤0.01%
15,491
-15,245
737
$50.9K ﹤0.01%
1,134
-90
738
$50.6K ﹤0.01%
715
-61
739
$50.6K ﹤0.01%
748
-32
740
$50K ﹤0.01%
2,483
-494
741
$49.4K ﹤0.01%
1,405
742
$49.3K ﹤0.01%
2,155
-9
743
$49.2K ﹤0.01%
234
-2
744
$48.8K ﹤0.01%
324
-22
745
$48.7K ﹤0.01%
828
+12
746
$48.7K ﹤0.01%
658
-18
747
$47.6K ﹤0.01%
932
-314
748
$47.1K ﹤0.01%
1,559
-161
749
$47K ﹤0.01%
966
-170
750
$46.7K ﹤0.01%
638
+43
28 29
30
31 32