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
101
$5.26M 0.22%
106,291
+1,477
102
$5.18M 0.21%
60,645
-4,622
103
$5.15M 0.21%
65,589
-4,971
104
$5.07M 0.21%
14,397
-1,153
105
$5.01M 0.21%
29,527
+11,839
106
$5M 0.21%
30,006
-1,971
107
$5M 0.21%
19,615
+3
108
$4.94M 0.21%
82,537
+4,777
109
$4.93M 0.2%
15,917
-2,029
110
$4.91M 0.2%
40,069
-2,215
111
$4.87M 0.2%
93,676
-8,907
112
$4.78M 0.2%
69,742
-8,322
113
$4.65M 0.19%
26,961
-1,172
114
$4.63M 0.19%
104,073
-65,340
115
$4.62M 0.19%
88,303
-12,051
116
$4.61M 0.19%
10,720
-832
117
$4.61M 0.19%
12,225
-635
118
$4.59M 0.19%
39,274
+949
119
$4.59M 0.19%
16,327
-2,375
120
$4.58M 0.19%
8,100
-301
121
$4.58M 0.19%
41,537
+20,351
122
$4.57M 0.19%
29,051
-12,476
123
$4.55M 0.19%
107,208
+6,136
124
$4.45M 0.19%
19,247
-3,320
125
$4.45M 0.18%
53,604
-1,785
3 4
5
6 7