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
$3.18B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$21.2M
3
+$14.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.02M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.91M

Top Sells

1
+$5.93M
2
+$4.41M
3
+$3.17M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.62M

Sector Composition

1 Technology 8.27%
2 Financials 4.79%
3 Healthcare 4.45%
4 Industrials 3.32%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.05M 0.06%
85,140
+738
227
$2.05M 0.06%
3,824
-90
228
$2.04M 0.06%
17,860
+1,169
229
$2.04M 0.06%
7,934
-3,011
230
$2.03M 0.06%
10,433
+1,583
231
$2.02M 0.06%
11,236
+832
232
$2.01M 0.06%
6,384
+342
233
$2.01M 0.06%
12,082
-157
234
$2M 0.06%
22,808
+2,936
235
$2M 0.06%
25,164
-350
236
$1.97M 0.06%
5,946
-775
237
$1.96M 0.06%
11,132
+831
238
$1.95M 0.06%
21,123
-1,583
239
$1.95M 0.06%
9,784
-51
240
$1.92M 0.06%
13,192
-4,975
241
$1.92M 0.06%
9,007
-449
242
$1.92M 0.06%
3,229
-48
243
$1.89M 0.06%
9,539
-93
244
$1.88M 0.06%
3,957
-77
245
$1.88M 0.06%
4,218
+46
246
$1.88M 0.06%
39,447
+1,186
247
$1.85M 0.06%
62,764
-228
248
$1.84M 0.06%
27,682
+8,713
249
$1.83M 0.06%
18,716
-4,965
250
$1.83M 0.06%
10,534
+2,380
8 9
10
11 12