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
401
$692K 0.02%
18,159
-1,090
402
$687K 0.02%
16,716
-1,377
403
$680K 0.02%
5,038
+691
404
$679K 0.02%
12,818
+273
405
$672K 0.02%
5,482
+1,565
406
$650K 0.02%
14,291
+485
407
$648K 0.02%
2,821
-51
408
$643K 0.02%
13,002
-2,977
409
$640K 0.02%
22,537
+21,044
410
$639K 0.02%
8,569
-582
411
$632K 0.02%
13,010
+205
412
$627K 0.02%
2,314
+9
413
$619K 0.02%
2,301
+251
414
$619K 0.02%
14,467
+5,227
415
$612K 0.02%
6,854
+238
416
$579K 0.02%
8,728
+96
417
$574K 0.02%
2,261
-258
418
$573K 0.02%
2,151
-55
419
$569K 0.02%
8,536
+31
420
$556K 0.02%
2,824
+94
421
$556K 0.02%
15,627
-955
422
$556K 0.02%
1,450
+421
423
$555K 0.02%
12,296
-346
424
$549K 0.02%
8,707
+275
425
$542K 0.02%
14,379
+2,129
15 16
17
18 19