TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$22.2M
2 +$21M
3 +$14.7M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.98M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.89M

Top Sells

1 +$5.71M
2 +$3.9M
3 +$3.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$2.42M

Sector Composition

1 Technology 8.27%
2 Financials 4.79%
3 Healthcare 4.45%
4 Industrials 3.33%
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
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415
$612K 0.02%
6,854
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416
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417
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2,261
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418
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2,151
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419
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8,536
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420
$556K 0.02%
2,824
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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