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
76
$6.47M 0.27%
134,064
-16,794
77
$6.46M 0.27%
24,430
+10,089
78
$6.44M 0.27%
103,030
-20,547
79
$6.4M 0.27%
118,920
-11,116
80
$6.38M 0.27%
107,819
-15,266
81
$6.38M 0.26%
59,362
-5,704
82
$6.37M 0.26%
27,860
+3,950
83
$6.35M 0.26%
36,103
+1,609
84
$6.27M 0.26%
30,042
+4,756
85
$6.2M 0.26%
101,150
-263,566
86
$6.18M 0.26%
73,510
-5,145
87
$6.13M 0.25%
58,395
-4,554
88
$6.01M 0.25%
83,620
-19,090
89
$6M 0.25%
117,561
+26,225
90
$6M 0.25%
125,039
-22,345
91
$5.94M 0.25%
63,621
-1,351
92
$5.91M 0.25%
20,186
+5,991
93
$5.89M 0.24%
50,766
+1,997
94
$5.87M 0.24%
24,328
-257
95
$5.58M 0.23%
48,444
+22,832
96
$5.57M 0.23%
15,671
-582
97
$5.52M 0.23%
8,504
-623
98
$5.51M 0.23%
59,284
-308
99
$5.4M 0.22%
31,612
-714
100
$5.29M 0.22%
8,885
-412
2 3
4
5 6