TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$19.5M
2
+$8.82M
3
+$8.61M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.3M
5
FCVT icon
First Trust SSI Strategic Convertible Securities ETF
FCVT
+$5.01M

Top Sells

1
+$27.8M
2
+$16.3M
3
+$10.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.21M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.03M

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
1076
$845 ﹤0.01%
+5
1077
$829 ﹤0.01%
27
-9,944
1078
$824 ﹤0.01%
+15
1079
$823 ﹤0.01%
5
-27
1080
$815 ﹤0.01%
6
-5
1081
$813 ﹤0.01%
3
1082
$797 ﹤0.01%
+19
1083
$771 ﹤0.01%
+9
1084
$766 ﹤0.01%
7
-5
1085
$753 ﹤0.01%
5
-61
1086
$745 ﹤0.01%
+9
1087
$744 ﹤0.01%
6
1088
$736 ﹤0.01%
41
-2,151
1089
$733 ﹤0.01%
13
1090
$720 ﹤0.01%
25
-13
1091
$705 ﹤0.01%
+9
1092
$702 ﹤0.01%
3
-11
1093
$702 ﹤0.01%
5
-12
1094
$701 ﹤0.01%
+50
1095
$689 ﹤0.01%
+16
1096
$671 ﹤0.01%
5
1097
$668 ﹤0.01%
35
-96
1098
$660 ﹤0.01%
4
-70
1099
$659 ﹤0.01%
6
1100
$656 ﹤0.01%
2
42 43
44
45 46