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
276
$1.6M 0.05%
6,506
-109
277
$1.57M 0.05%
2,897
-138
278
$1.57M 0.05%
29,552
+1,841
279
$1.56M 0.05%
17,783
+7,333
280
$1.56M 0.05%
6,113
-2
281
$1.55M 0.05%
2,865
-499
282
$1.52M 0.05%
60,702
+8,962
283
$1.51M 0.05%
15,887
+29
284
$1.5M 0.05%
13,636
-1,033
285
$1.49M 0.05%
3,849
-28
286
$1.49M 0.05%
8,180
-399
287
$1.49M 0.05%
35,042
+28,125
288
$1.49M 0.05%
21,924
-1,632
289
$1.48M 0.05%
6,219
+28
290
$1.48M 0.05%
12,788
+27
291
$1.47M 0.05%
371
+45
292
$1.47M 0.05%
45,130
+6,354
293
$1.45M 0.05%
6,448
-1,531
294
$1.45M 0.05%
7,129
-350
295
$1.44M 0.05%
4,374
+790
296
$1.43M 0.05%
7,376
-6,465
297
$1.43M 0.05%
51,725
+2,177
298
$1.42M 0.04%
4,418
+531
299
$1.36M 0.04%
11,443
-105
300
$1.34M 0.04%
21,291
+3,372
10 11
12
13 14