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
326
$1.13M 0.04%
7,475
+3,229
327
$1.13M 0.04%
6,429
-1,194
328
$1.12M 0.04%
10,900
-4,282
329
$1.11M 0.04%
5,553
+1,875
330
$1.11M 0.04%
5,460
-490
331
$1.11M 0.03%
3,825
-367
332
$1.11M 0.03%
3,711
+865
333
$1.07M 0.03%
7,658
+379
334
$1.07M 0.03%
3,202
+118
335
$1.07M 0.03%
21,353
-107
336
$1.06M 0.03%
3,330
+26
337
$1.06M 0.03%
31,670
-2,692
338
$1.05M 0.03%
14,454
+154
339
$1.05M 0.03%
2,721
+28
340
$1.05M 0.03%
4,892
+533
341
$1.04M 0.03%
13,638
+4,511
342
$1.04M 0.03%
8,731
+2,816
343
$1.03M 0.03%
11,546
-154
344
$1.03M 0.03%
4,402
-139
345
$1.02M 0.03%
29,134
+27,247
346
$1M 0.03%
47,714
+3,068
347
$994K 0.03%
3,900
-804
348
$986K 0.03%
2,047
-3,190
349
$980K 0.03%
7,409
-1,958
350
$980K 0.03%
21,895
+145
12 13
14
15 16