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
451
$446K 0.01%
2,871
+1,266
452
$445K 0.01%
821
+14
453
$443K 0.01%
12,288
-631
454
$442K 0.01%
13,135
-8,738
455
$439K 0.01%
4,249
-85
456
$435K 0.01%
4,572
-199
457
$427K 0.01%
21,494
+168
458
$423K 0.01%
2,811
-110
459
$417K 0.01%
2,120
-536
460
$411K 0.01%
36,022
-2,460
461
$404K 0.01%
10,567
-37
462
$404K 0.01%
2,205
-22
463
$401K 0.01%
18,949
+7,311
464
$401K 0.01%
5,693
-28
465
$392K 0.01%
3,109
-207
466
$391K 0.01%
4,383
-203
467
$387K 0.01%
3,031
+947
468
$384K 0.01%
1,875
+137
469
$383K 0.01%
1,901
-614
470
$383K 0.01%
1,282
-152
471
$381K 0.01%
2,454
+2,331
472
$378K 0.01%
3,538
-418
473
$376K 0.01%
2,502
+303
474
$376K 0.01%
2,218
+518
475
$374K 0.01%
3,434
-245
17 18
19
20 21