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
301
$1.33M 0.04%
14,278
-392
302
$1.32M 0.04%
14,534
-541
303
$1.32M 0.04%
8,337
+3,688
304
$1.31M 0.04%
20,935
-1,676
305
$1.31M 0.04%
13,194
-159
306
$1.31M 0.04%
40,526
-2,955
307
$1.29M 0.04%
13,301
+42
308
$1.28M 0.04%
5,415
+109
309
$1.28M 0.04%
27,104
+2,174
310
$1.27M 0.04%
8,371
-861
311
$1.27M 0.04%
52,025
+787
312
$1.27M 0.04%
4,946
+72
313
$1.27M 0.04%
16,160
-13,910
314
$1.26M 0.04%
10,391
-470
315
$1.24M 0.04%
19,834
-4,166
316
$1.24M 0.04%
26,508
+983
317
$1.23M 0.04%
12,501
+587
318
$1.22M 0.04%
9,863
+679
319
$1.21M 0.04%
18,546
-275
320
$1.2M 0.04%
27,403
+5,330
321
$1.19M 0.04%
12,462
+237
322
$1.19M 0.04%
755
-35
323
$1.19M 0.04%
27,895
+3,889
324
$1.15M 0.04%
7,765
-18
325
$1.14M 0.04%
3,640
-161
11 12
13
14 15