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
801
$32.5K ﹤0.01%
286
-1
802
$32.5K ﹤0.01%
938
+910
803
$32.3K ﹤0.01%
687
-460
804
$31.9K ﹤0.01%
460
-29
805
$31.7K ﹤0.01%
135
806
$31.2K ﹤0.01%
2,000
807
$31K ﹤0.01%
2,293
-1,099
808
$30.8K ﹤0.01%
2,215
809
$30.8K ﹤0.01%
919
-393
810
$30.7K ﹤0.01%
134
-45
811
$30.5K ﹤0.01%
435
+36
812
$30.4K ﹤0.01%
223
-13
813
$30.2K ﹤0.01%
81
-7
814
$30K ﹤0.01%
1,117
815
$30K ﹤0.01%
3,572
+3,486
816
$29.8K ﹤0.01%
+282
817
$28.9K ﹤0.01%
225
818
$28.9K ﹤0.01%
20
819
$28.7K ﹤0.01%
541
+21
820
$28.6K ﹤0.01%
1,162
-530
821
$28.4K ﹤0.01%
491
-18
822
$27.8K ﹤0.01%
244
+14
823
$27.5K ﹤0.01%
350
-715
824
$27.5K ﹤0.01%
599
825
$26.2K ﹤0.01%
271
31 32
33
34 35