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
1076
$878 ﹤0.01%
+3
1077
$873 ﹤0.01%
46
-5
1078
$845 ﹤0.01%
+5
1079
$829 ﹤0.01%
27
-9,944
1080
$824 ﹤0.01%
+15
1081
$823 ﹤0.01%
5
-27
1082
$815 ﹤0.01%
6
-5
1083
$813 ﹤0.01%
3
1084
$797 ﹤0.01%
+19
1085
$771 ﹤0.01%
+9
1086
$766 ﹤0.01%
7
-5
1087
$753 ﹤0.01%
5
-61
1088
$745 ﹤0.01%
+9
1089
$744 ﹤0.01%
6
1090
$736 ﹤0.01%
41
-2,151
1091
$733 ﹤0.01%
13
1092
$720 ﹤0.01%
25
-13
1093
$705 ﹤0.01%
+9
1094
$702 ﹤0.01%
3
-11
1095
$702 ﹤0.01%
5
-12
1096
$701 ﹤0.01%
+50
1097
$689 ﹤0.01%
+16
1098
$671 ﹤0.01%
5
1099
$668 ﹤0.01%
35
-96
1100
$660 ﹤0.01%
4
-70
42 43
44
45 46