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
1126
$541 ﹤0.01%
+29
1127
$536 ﹤0.01%
+3
1128
$536 ﹤0.01%
3
1129
$536 ﹤0.01%
+1
1130
$535 ﹤0.01%
+22
1131
$514 ﹤0.01%
+1
1132
$510 ﹤0.01%
+23
1133
$505 ﹤0.01%
+1
1134
$500 ﹤0.01%
40
1135
$495 ﹤0.01%
6
1136
$480 ﹤0.01%
+18
1137
$476 ﹤0.01%
+2
1138
$468 ﹤0.01%
11
-28
1139
$460 ﹤0.01%
4
1140
$458 ﹤0.01%
8
-22
1141
$454 ﹤0.01%
+3
1142
$436 ﹤0.01%
5
1143
$429 ﹤0.01%
3
-6
1144
$415 ﹤0.01%
7
1145
$395 ﹤0.01%
2
1146
$364 ﹤0.01%
84
1147
$362 ﹤0.01%
16
-81
1148
$353 ﹤0.01%
8
1149
$337 ﹤0.01%
+5
1150
$314 ﹤0.01%
9
-2,472
44 45
46
47 48