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
776
$39.9K ﹤0.01%
1,924
+272
777
$39.7K ﹤0.01%
150
-156
778
$39.6K ﹤0.01%
395
-3
779
$38.9K ﹤0.01%
534
-173
780
$38.7K ﹤0.01%
2,224
+403
781
$37.9K ﹤0.01%
213
-64
782
$37K ﹤0.01%
844
+112
783
$36.9K ﹤0.01%
430
-1
784
$36.7K ﹤0.01%
430
-101
785
$36.1K ﹤0.01%
54
-21
786
$35.8K ﹤0.01%
391
-5
787
$35.8K ﹤0.01%
255
+37
788
$35.7K ﹤0.01%
391
+25
789
$35.6K ﹤0.01%
344
790
$35.4K ﹤0.01%
1,982
+476
791
$35.2K ﹤0.01%
734
+665
792
$34.4K ﹤0.01%
868
+6
793
$34.4K ﹤0.01%
+1,197
794
$34.1K ﹤0.01%
1,383
-89
795
$33.7K ﹤0.01%
13,222
+11
796
$33.7K ﹤0.01%
188
797
$33.3K ﹤0.01%
461
-79
798
$32.9K ﹤0.01%
1,531
-2,259
799
$32.9K ﹤0.01%
2,038
800
$32.6K ﹤0.01%
67
30 31
32
33 34