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
1226
– –
-148
1227
– –
-5
1228
– –
-272
1229
– –
-432
1230
– –
-19
1231
– –
-10
1232
– –
-21
1233
– –
-117
1234
– –
-195
1235
– –
-297
1236
– –
-83
1237
– –
-35
1238
– –
-65
1239
– –
-15
1240
– –
-17
1241
– –
-90
1242
– –
-9
1243
– –
-24
1244
– –
-1,033
1245
– –
-971
1246
– –
-28
1247
– –
-14
1248
– –
-2,320
1249
– –
-120
1250
– –
-42
48 49
50
51 52