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
876
$16.4K ﹤0.01%
353
-928
877
$16.4K ﹤0.01%
64
+22
878
$16.2K ﹤0.01%
77
+4
879
$16K ﹤0.01%
890
-1,004
880
$15.8K ﹤0.01%
238
-50
881
$15.8K ﹤0.01%
+94
882
$15.5K ﹤0.01%
142
883
$15.3K ﹤0.01%
924
+21
884
$15.2K ﹤0.01%
58
+52
885
$15K ﹤0.01%
110
886
$14.8K ﹤0.01%
807
887
$14.8K ﹤0.01%
836
+353
888
$14.6K ﹤0.01%
406
-38
889
$14.4K ﹤0.01%
154
-32
890
$14.4K ﹤0.01%
135
-10
891
$14.4K ﹤0.01%
192
-41
892
$14.3K ﹤0.01%
49
+3
893
$14.2K ﹤0.01%
1,000
894
$14K ﹤0.01%
101
-11
895
$13.9K ﹤0.01%
81
+4
896
$13.8K ﹤0.01%
198
+16
897
$13K ﹤0.01%
+718
898
$12.9K ﹤0.01%
142
-25
899
$12.5K ﹤0.01%
374
-12
900
$12.5K ﹤0.01%
51
+1
34 35
36
37 38