TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$215M 8.93%
452,822
-60,577
2
$78.8M 3.27%
920,938
+56,835
3
$69.1M 2.87%
849,869
-86,088
4
$62.9M 2.61%
366,038
-10,413
5
$53.3M 2.21%
158,463
-32,023
6
$49.4M 2.05%
589,832
-14,503
7
$42.8M 1.78%
140,006
+27,990
8
$39.3M 1.63%
486,659
+105,921
9
$39.1M 1.63%
303,074
-11,695
10
$38.1M 1.58%
118,603
-4,253
11
$33.3M 1.38%
251,085
-28,730
12
$29.5M 1.22%
176,800
-14,140
13
$28.7M 1.19%
363,133
+8,504
14
$28.4M 1.18%
249,041
+170,420
15
$27.3M 1.13%
185,387
+11,098
16
$25.7M 1.07%
177,120
-10,680
17
$25.4M 1.06%
151,296
+53,811
18
$21.1M 0.88%
118,844
-27,459
19
$21M 0.87%
48,205
-1,162
20
$20.9M 0.87%
368,690
+60,970
21
$18.5M 0.77%
101,091
-2,307
22
$18.2M 0.76%
38,161
-586
23
$16.2M 0.67%
120,004
-4,147
24
$15.7M 0.65%
39,423
+303
25
$15.4M 0.64%
69,022
-40,751
1
2 3 4 5