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
751
$46.6K ﹤0.01%
7,500
752
$46.5K ﹤0.01%
1,118
-26
753
$46.4K ﹤0.01%
1,347
-1,918
754
$46.2K ﹤0.01%
111
-9
755
$46K ﹤0.01%
1,893
-870
756
$45.5K ﹤0.01%
1,158
-63
757
$44.5K ﹤0.01%
579
-72
758
$44.5K ﹤0.01%
176
+5
759
$44.3K ﹤0.01%
627
+344
760
$44.2K ﹤0.01%
219
761
$44.2K ﹤0.01%
1,452
-372
762
$43.1K ﹤0.01%
+949
763
$42.8K ﹤0.01%
922
-29
764
$42.1K ﹤0.01%
838
-142
765
$42K ﹤0.01%
575
-15
766
$41.8K ﹤0.01%
1,805
-95
767
$41.5K ﹤0.01%
451
-13,427
768
$40.8K ﹤0.01%
783
-97
769
$40.7K ﹤0.01%
370
-90
770
$40.6K ﹤0.01%
364
-83
771
$40.5K ﹤0.01%
708
-140
772
$40.5K ﹤0.01%
1,040
-32
773
$40.3K ﹤0.01%
337
-26
774
$40.1K ﹤0.01%
389
-46
775
$40K ﹤0.01%
389
+10
29 30
31
32 33