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
851
$20.9K ﹤0.01%
601
-111
852
$20.7K ﹤0.01%
135
-4
853
$20.3K ﹤0.01%
879
-5,892
854
$20.1K ﹤0.01%
431
855
$19.9K ﹤0.01%
128
-2
856
$19.8K ﹤0.01%
232
-18
857
$19.7K ﹤0.01%
163
+18
858
$19.5K ﹤0.01%
424
859
$19.3K ﹤0.01%
443
+32
860
$19.2K ﹤0.01%
459
-14
861
$19.1K ﹤0.01%
145
-12
862
$19K ﹤0.01%
46
863
$18.6K ﹤0.01%
287
+1
864
$18.4K ﹤0.01%
156
-6
865
$18.4K ﹤0.01%
505
+49
866
$18.3K ﹤0.01%
+1,531
867
$18K ﹤0.01%
+1,919
868
$17.9K ﹤0.01%
440
+362
869
$17.5K ﹤0.01%
146
-8
870
$17.4K ﹤0.01%
127
871
$17.3K ﹤0.01%
223
-7
872
$17.2K ﹤0.01%
127
-307
873
$16.9K ﹤0.01%
181
+14
874
$16.8K ﹤0.01%
11,651
+507
875
$16.6K ﹤0.01%
183
33 34
35
36 37