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
1101
$659 ﹤0.01%
6
1102
$656 ﹤0.01%
2
1103
$654 ﹤0.01%
+7
1104
$648 ﹤0.01%
8
1105
$645 ﹤0.01%
+23
1106
$637 ﹤0.01%
+11
1107
$634 ﹤0.01%
+7
1108
$633 ﹤0.01%
+11
1109
$631 ﹤0.01%
+29
1110
$630 ﹤0.01%
7
-31
1111
$628 ﹤0.01%
+13
1112
$627 ﹤0.01%
+23
1113
$622 ﹤0.01%
+4
1114
$619 ﹤0.01%
+14
1115
$614 ﹤0.01%
12
-1,034
1116
$594 ﹤0.01%
+19
1117
$594 ﹤0.01%
6
1118
$587 ﹤0.01%
9
-18
1119
$586 ﹤0.01%
+18
1120
$573 ﹤0.01%
+18
1121
$572 ﹤0.01%
6
-26
1122
$566 ﹤0.01%
+35
1123
$555 ﹤0.01%
+13
1124
$547 ﹤0.01%
13
-14
1125
$547 ﹤0.01%
+1
43 44
45
46 47