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
1126
$536 ﹤0.01%
3
1127
$536 ﹤0.01%
+1
1128
$535 ﹤0.01%
+22
1129
$514 ﹤0.01%
+1
1130
$510 ﹤0.01%
+23
1131
$505 ﹤0.01%
+1
1132
$500 ﹤0.01%
40
1133
$495 ﹤0.01%
6
1134
$480 ﹤0.01%
+18
1135
$476 ﹤0.01%
+2
1136
$468 ﹤0.01%
11
-28
1137
$460 ﹤0.01%
4
1138
$458 ﹤0.01%
8
-22
1139
$454 ﹤0.01%
+3
1140
$436 ﹤0.01%
5
1141
$429 ﹤0.01%
3
-6
1142
$415 ﹤0.01%
7
1143
$395 ﹤0.01%
2
1144
$364 ﹤0.01%
84
1145
$362 ﹤0.01%
24
-122
1146
$353 ﹤0.01%
8
1147
$337 ﹤0.01%
+5
1148
$314 ﹤0.01%
9
-2,472
1149
$304 ﹤0.01%
38
-11,428
1150
$297 ﹤0.01%
72
-3
44 45
46
47 48