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
351
$965K 0.03%
4,376
-98
352
$951K 0.03%
14,534
-2,993
353
$942K 0.03%
8,850
-2,056
354
$941K 0.03%
124
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355
$937K 0.03%
12,008
-1,384
356
$936K 0.03%
6,787
-2,875
357
$933K 0.03%
10,772
+4,469
358
$932K 0.03%
27,850
+145
359
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6,168
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360
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15,964
+9
361
$919K 0.03%
5,298
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362
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5,115
+40
363
$902K 0.03%
7,165
-1,635
364
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36,953
-2,738
365
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6,411
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366
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23,762
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367
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4,208
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368
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16,094
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369
$868K 0.03%
1,342
-19
370
$853K 0.03%
2,235
-343
371
$847K 0.03%
3,392
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372
$842K 0.03%
1,442
-211
373
$841K 0.03%
3,413
+529
374
$839K 0.03%
283
-20
375
$835K 0.03%
11,327
-639
13 14
15
16 17