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
976
$3.25K ﹤0.01%
172
-3
977
$3.23K ﹤0.01%
26
978
$3.21K ﹤0.01%
38
+6
979
$3.21K ﹤0.01%
+113
980
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178
-2
981
$3.21K ﹤0.01%
23
+7
982
$3.19K ﹤0.01%
14
983
$3.17K ﹤0.01%
105
984
$3.15K ﹤0.01%
103
-290
985
$3.06K ﹤0.01%
36
986
$2.97K ﹤0.01%
13
-8
987
$2.96K ﹤0.01%
19
-8
988
$2.94K ﹤0.01%
35
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989
$2.93K ﹤0.01%
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990
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991
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20
992
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9
993
$2.77K ﹤0.01%
105
994
$2.73K ﹤0.01%
24
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995
$2.56K ﹤0.01%
189
-641
996
$2.54K ﹤0.01%
15
-18
997
$2.51K ﹤0.01%
+91
998
$2.48K ﹤0.01%
399
999
$2.48K ﹤0.01%
74
1000
$2.43K ﹤0.01%
24
-16
38 39
40
41 42