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
151
$3.71M 0.15%
17,878
-1,279
152
$3.7M 0.15%
33,908
+2,538
153
$3.7M 0.15%
18,434
+5,712
154
$3.63M 0.15%
50,224
-2,850
155
$3.62M 0.15%
17,366
-504
156
$3.46M 0.14%
14,167
+1,603
157
$3.45M 0.14%
42,419
-3,275
158
$3.4M 0.14%
21,093
-2,916
159
$3.39M 0.14%
54,345
+31,208
160
$3.39M 0.14%
19,477
-3,219
161
$3.37M 0.14%
26,017
-4,029
162
$3.3M 0.14%
86,984
-2,240
163
$3.27M 0.14%
29,532
-349
164
$3.26M 0.14%
12,761
-501
165
$3.25M 0.14%
53,453
-2,740
166
$3.23M 0.13%
123,863
+2,892
167
$3.21M 0.13%
146,241
+30,364
168
$3.18M 0.13%
206,416
-30,755
169
$3.18M 0.13%
213,152
-34,871
170
$3.11M 0.13%
54,718
-13,427
171
$3.07M 0.13%
102,396
-13,805
172
$3.06M 0.13%
13,546
-4,012
173
$2.98M 0.12%
19,820
-144
174
$2.96M 0.12%
80,928
-3,224
175
$2.92M 0.12%
11,496
+2,154
5 6
7
8 9