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
926
$7.71K ﹤0.01%
158
-24
927
$7.69K ﹤0.01%
118
+9
928
$7.52K ﹤0.01%
68
929
$7.34K ﹤0.01%
+113
930
$7.21K ﹤0.01%
175
-123
931
$7.14K ﹤0.01%
84
-47
932
$7.14K ﹤0.01%
200
+33
933
$7.09K ﹤0.01%
241
934
$7.08K ﹤0.01%
108
-1
935
$6.77K ﹤0.01%
12
+2
936
$6.51K ﹤0.01%
516
937
$6.47K ﹤0.01%
40
-565
938
$6.43K ﹤0.01%
472
-18,893
939
$6.38K ﹤0.01%
190
+20
940
$6.26K ﹤0.01%
98
+86
941
$6.21K ﹤0.01%
305
942
$6.18K ﹤0.01%
70
+30
943
$6.06K ﹤0.01%
100
-12
944
$6.02K ﹤0.01%
135
-84
945
$6K ﹤0.01%
70
-1,620
946
$5.97K ﹤0.01%
1,922
947
$5.89K ﹤0.01%
46
+9
948
$5.66K ﹤0.01%
43
949
$5.61K ﹤0.01%
238
950
$5.59K ﹤0.01%
452
36 37
38
39 40