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
126
$4.45M 0.18%
18,348
-612
127
$4.42M 0.18%
113,107
-9,984
128
$4.4M 0.18%
57,669
-844
129
$4.34M 0.18%
36,584
-3,168
130
$4.31M 0.18%
23,137
-1,344
131
$4.2M 0.17%
51,002
+663
132
$4.2M 0.17%
63,636
-7,495
133
$4.17M 0.17%
10,070
-2,010
134
$4.13M 0.17%
25,275
-588
135
$4.13M 0.17%
+99,645
136
$4.11M 0.17%
40,408
-2,516
137
$4.11M 0.17%
29,211
-798
138
$4.09M 0.17%
14,797
+9,876
139
$4.06M 0.17%
75,286
+45,590
140
$4.05M 0.17%
13,833
+390
141
$4.03M 0.17%
32,777
+21,082
142
$4M 0.17%
81,867
+15,206
143
$3.98M 0.17%
42,678
-7,888
144
$3.94M 0.16%
65,430
-6,360
145
$3.92M 0.16%
15,545
-292
146
$3.85M 0.16%
33,668
+2,939
147
$3.85M 0.16%
20,396
-12,280
148
$3.84M 0.16%
17,090
+2,244
149
$3.72M 0.15%
18,169
-628
150
$3.72M 0.15%
36,000
+5,023
4 5
6
7 8