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
951
$5.49K ﹤0.01%
259
+51
952
$5.21K ﹤0.01%
58
+13
953
$4.93K ﹤0.01%
88
954
$4.9K ﹤0.01%
251
955
$4.85K ﹤0.01%
40
+21
956
$4.33K ﹤0.01%
49
957
$4.25K ﹤0.01%
72
+54
958
$4.01K ﹤0.01%
23
-5
959
$3.97K ﹤0.01%
35
+27
960
$3.96K ﹤0.01%
130
961
$3.78K ﹤0.01%
515
962
$3.73K ﹤0.01%
13
+2
963
$3.72K ﹤0.01%
67
964
$3.65K ﹤0.01%
82
+25
965
$3.63K ﹤0.01%
36
-13
966
$3.6K ﹤0.01%
122
967
$3.54K ﹤0.01%
22
-18
968
$3.51K ﹤0.01%
76
969
$3.5K ﹤0.01%
62
970
$3.47K ﹤0.01%
71
-347
971
$3.46K ﹤0.01%
44
-46
972
$3.44K ﹤0.01%
140
973
$3.42K ﹤0.01%
13
-239
974
$3.41K ﹤0.01%
56
+17
975
$3.34K ﹤0.01%
63
-23
37 38
39
40 41