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
1026
$1.77K ﹤0.01%
29
1027
$1.74K ﹤0.01%
11
+7
1028
$1.73K ﹤0.01%
43
+30
1029
$1.73K ﹤0.01%
25
-125
1030
$1.73K ﹤0.01%
70
+24
1031
$1.73K ﹤0.01%
+45
1032
$1.66K ﹤0.01%
153
1033
$1.57K ﹤0.01%
62
1034
$1.57K ﹤0.01%
26
-19
1035
$1.56K ﹤0.01%
73
1036
$1.55K ﹤0.01%
15
1037
$1.48K ﹤0.01%
+53
1038
$1.47K ﹤0.01%
93
+80
1039
$1.45K ﹤0.01%
25
-253
1040
$1.39K ﹤0.01%
+18
1041
$1.38K ﹤0.01%
53
1042
$1.36K ﹤0.01%
10
1043
$1.36K ﹤0.01%
63
+50
1044
$1.29K ﹤0.01%
23
-20
1045
$1.28K ﹤0.01%
+30
1046
$1.24K ﹤0.01%
31
-40
1047
$1.23K ﹤0.01%
16
1048
$1.23K ﹤0.01%
75
1049
$1.22K ﹤0.01%
+56
1050
$1.2K ﹤0.01%
36
-50
40 41
42
43 44