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
251
$1.81M 0.06%
2,208
-155
252
$1.8M 0.06%
13,019
-7,706
253
$1.79M 0.06%
3,671
-132
254
$1.77M 0.06%
38,204
-7,176
255
$1.77M 0.06%
19,278
-3,213
256
$1.76M 0.06%
6,696
-42
257
$1.74M 0.05%
48,146
-4,978
258
$1.73M 0.05%
5,089
+85
259
$1.73M 0.05%
8,187
-58
260
$1.72M 0.05%
24,592
+2,041
261
$1.7M 0.05%
30,520
+463
262
$1.7M 0.05%
21,462
-156
263
$1.7M 0.05%
17,460
-1,889
264
$1.68M 0.05%
22,659
-2,448
265
$1.68M 0.05%
997
-131
266
$1.65M 0.05%
30,047
-25,958
267
$1.64M 0.05%
33,689
-1,760
268
$1.63M 0.05%
13,499
-1,181
269
$1.62M 0.05%
21,885
-894
270
$1.62M 0.05%
68,502
+18,325
271
$1.62M 0.05%
9,978
+894
272
$1.61M 0.05%
7,179
-736
273
$1.61M 0.05%
164,808
+9,241
274
$1.61M 0.05%
6,751
-190
275
$1.6M 0.05%
14,561
-212
9 10
11
12 13