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
176
$2.91M 0.12%
4,463
-601
177
$2.88M 0.12%
33,506
-18,005
178
$2.83M 0.12%
16,806
+191
179
$2.76M 0.11%
22,549
+242
180
$2.75M 0.11%
18,537
-4,785
181
$2.74M 0.11%
45,391
-3,470
182
$2.73M 0.11%
40,493
-5,792
183
$2.72M 0.11%
30,710
-2,024
184
$2.72M 0.11%
23,399
+48
185
$2.71M 0.11%
18,986
+1,135
186
$2.71M 0.11%
19,837
-403
187
$2.7M 0.11%
18,353
-15,007
188
$2.69M 0.11%
20,402
-13,375
189
$2.69M 0.11%
15,540
-399
190
$2.67M 0.11%
11,607
+553
191
$2.64M 0.11%
142,311
-17,594
192
$2.62M 0.11%
16,363
-537
193
$2.62M 0.11%
52,279
+4,446
194
$2.6M 0.11%
34,288
-28,942
195
$2.6M 0.11%
44,095
+28,278
196
$2.59M 0.11%
26,730
-748
197
$2.59M 0.11%
19,572
-1,004
198
$2.59M 0.11%
86,001
-11,346
199
$2.56M 0.11%
10,190
+632
200
$2.55M 0.11%
7,859
-566
6 7
8
9 10