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
201
$2.51M 0.1%
126,280
-4,524
202
$2.48M 0.1%
23,916
-3,109
203
$2.46M 0.1%
+22,240
204
$2.42M 0.1%
11,310
-521
205
$2.42M 0.1%
14,512
-1,218
206
$2.41M 0.1%
5,144
+295
207
$2.41M 0.1%
6,006
-204
208
$2.41M 0.1%
16,585
-2,754
209
$2.4M 0.1%
41,110
-30,662
210
$2.36M 0.1%
28,812
-4,660
211
$2.36M 0.1%
21,971
+13,100
212
$2.36M 0.1%
35,465
-1,903
213
$2.35M 0.1%
10,706
-649
214
$2.34M 0.1%
12,412
-312
215
$2.25M 0.09%
13,942
-716
216
$2.25M 0.09%
47,455
-1,283
217
$2.24M 0.09%
9,097
-817
218
$2.23M 0.09%
71,903
+64,837
219
$2.21M 0.09%
22,284
+5,414
220
$2.2M 0.09%
82,403
+15,962
221
$2.17M 0.09%
30,276
-1,255
222
$2.16M 0.09%
18,593
-5,808
223
$2.15M 0.09%
46,120
-6,481
224
$2.14M 0.09%
32,125
-2,887
225
$2.14M 0.09%
13,996
+317
7 8
9
10 11