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
901
$11.9K ﹤0.01%
242
-111
902
$11.7K ﹤0.01%
69
+62
903
$11.7K ﹤0.01%
416
+22
904
$11.7K ﹤0.01%
340
+34
905
$11.6K ﹤0.01%
164
906
$11.3K ﹤0.01%
147
+29
907
$11.1K ﹤0.01%
85
908
$10.8K ﹤0.01%
118
909
$10.8K ﹤0.01%
83
-496
910
$10.7K ﹤0.01%
+102
911
$10.5K ﹤0.01%
110
+20
912
$10.1K ﹤0.01%
79
-18
913
$9.8K ﹤0.01%
319
-129
914
$9.4K ﹤0.01%
37
-322
915
$9.38K ﹤0.01%
115
916
$9.28K ﹤0.01%
416
+72
917
$9.15K ﹤0.01%
77
+7
918
$8.88K ﹤0.01%
159
-110
919
$8.82K ﹤0.01%
5
-2
920
$8.74K ﹤0.01%
46
+4
921
$8.54K ﹤0.01%
26
+5
922
$8.54K ﹤0.01%
326
-3
923
$8.35K ﹤0.01%
161
+59
924
$7.83K ﹤0.01%
348
-1
925
$7.76K ﹤0.01%
495
+17
35 36
37
38 39