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
376
$832K 0.03%
11,038
-2,911
377
$828K 0.03%
48,715
-2,145
378
$825K 0.03%
6,911
-26
379
$803K 0.03%
1,800
+89
380
$801K 0.03%
7,115
-5,017
381
$794K 0.03%
3,553
+2,100
382
$783K 0.02%
22,513
-2,198
383
$781K 0.02%
1,544
-34
384
$778K 0.02%
19,385
-1,688
385
$776K 0.02%
15,617
-1,458
386
$767K 0.02%
7,969
-291
387
$766K 0.02%
38,958
-1,396
388
$752K 0.02%
25,490
+9,375
389
$751K 0.02%
21,863
-727
390
$733K 0.02%
2,839
+147
391
$715K 0.02%
7,969
-36
392
$712K 0.02%
1,905
-167
393
$707K 0.02%
10,438
-80
394
$704K 0.02%
3,239
+2,450
395
$702K 0.02%
2,678
-204
396
$702K 0.02%
4,916
-2,240
397
$698K 0.02%
4,814
+4,054
398
$698K 0.02%
2,443
-152
399
$696K 0.02%
5,527
+285
400
$695K 0.02%
26,101
-217
14 15
16
17 18