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
426
$532K 0.02%
11,964
-118
427
$531K 0.02%
1,809
+92
428
$524K 0.02%
2,864
-27
429
$524K 0.02%
3,551
-635
430
$521K 0.02%
9,828
+31
431
$517K 0.02%
14,940
-242
432
$516K 0.02%
3,770
+783
433
$512K 0.02%
24,135
-3,961
434
$494K 0.02%
2,825
+2,759
435
$478K 0.02%
3,206
+29
436
$477K 0.02%
1,277
-111
437
$476K 0.02%
1,656
+46
438
$471K 0.01%
5,126
+43
439
$468K 0.01%
6,378
-149
440
$466K 0.01%
2,684
+151
441
$466K 0.01%
6,320
-1,705
442
$464K 0.01%
4,620
+165
443
$463K 0.01%
1,739
+42
444
$461K 0.01%
13,798
-5,490
445
$459K 0.01%
5,351
+9
446
$458K 0.01%
26,212
-1,891
447
$452K 0.01%
1,238
-151
448
$451K 0.01%
14,571
-2,114
449
$448K 0.01%
3,234
+1,537
450
$447K 0.01%
2,802
+792
16 17
18
19 20