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
1051
$1.19K ﹤0.01%
25
-58
1052
$1.15K ﹤0.01%
25
-63
1053
$1.11K ﹤0.01%
+8
1054
$1.11K ﹤0.01%
+9
1055
$1.1K ﹤0.01%
40
-80
1056
$1.09K ﹤0.01%
4
-110
1057
$1.09K ﹤0.01%
+7
1058
$1.09K ﹤0.01%
13
-26
1059
$1.08K ﹤0.01%
68
1060
$1.06K ﹤0.01%
45
-14
1061
$1.04K ﹤0.01%
175
-2,413
1062
$1.03K ﹤0.01%
+16
1063
$1.02K ﹤0.01%
84
+48
1064
$991 ﹤0.01%
9
1065
$990 ﹤0.01%
35
1066
$980 ﹤0.01%
47
1067
$971 ﹤0.01%
10
+1
1068
$953 ﹤0.01%
+16
1069
$945 ﹤0.01%
20
-8
1070
$934 ﹤0.01%
7
1071
$933 ﹤0.01%
15
+10
1072
$927 ﹤0.01%
4
1073
$927 ﹤0.01%
+55
1074
$910 ﹤0.01%
19
1075
$882 ﹤0.01%
22
41 42
43
44 45