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
826
$26.1K ﹤0.01%
795
-45
827
$25.9K ﹤0.01%
702
-70
828
$25.9K ﹤0.01%
2,311
-240
829
$25.7K ﹤0.01%
416
-9
830
$25.5K ﹤0.01%
96
-22
831
$25.3K ﹤0.01%
237
832
$25K ﹤0.01%
341
+193
833
$24.8K ﹤0.01%
237
+29
834
$24.8K ﹤0.01%
182
-33
835
$24.7K ﹤0.01%
231
-10
836
$24.6K ﹤0.01%
532
+396
837
$24.3K ﹤0.01%
80
+45
838
$23.8K ﹤0.01%
469
839
$23.8K ﹤0.01%
155
-17
840
$23K ﹤0.01%
+1,348
841
$22.8K ﹤0.01%
93
+2
842
$22.2K ﹤0.01%
2,502
-338
843
$22K ﹤0.01%
242
-10
844
$22K ﹤0.01%
93
+13
845
$21.6K ﹤0.01%
1,139
+41
846
$21.5K ﹤0.01%
550
-11
847
$21.4K ﹤0.01%
237
+28
848
$21.2K ﹤0.01%
505
-3
849
$21.1K ﹤0.01%
409
-2
850
$20.9K ﹤0.01%
240
+34
32 33
34
35 36