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
1001
$2.41K ﹤0.01%
48
1002
$2.4K ﹤0.01%
19
-22
1003
$2.38K ﹤0.01%
20
+3
1004
$2.37K ﹤0.01%
33
-2
1005
$2.3K ﹤0.01%
44
-270
1006
$2.28K ﹤0.01%
53
1007
$2.25K ﹤0.01%
63
1008
$2.24K ﹤0.01%
9
-35
1009
$2.23K ﹤0.01%
148
1010
$2.2K ﹤0.01%
23
1011
$2.17K ﹤0.01%
37
1012
$2.09K ﹤0.01%
3
-81
1013
$2.07K ﹤0.01%
29
1014
$2.06K ﹤0.01%
31
-5
1015
$2.06K ﹤0.01%
5
+2
1016
$2.05K ﹤0.01%
153
-96
1017
$2.05K ﹤0.01%
10
1018
$2.01K ﹤0.01%
33
1019
$1.98K ﹤0.01%
+776
1020
$1.96K ﹤0.01%
13
1021
$1.95K ﹤0.01%
107
+22
1022
$1.94K ﹤0.01%
233
1023
$1.91K ﹤0.01%
+9
1024
$1.86K ﹤0.01%
193
1025
$1.8K ﹤0.01%
+7
39 40
41
42 43