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
26
$29.1M 0.92%
314,656
-28,309
27
$26.4M 0.83%
136,506
-2,400
28
$23.7M 0.75%
404,759
-11,764
29
$21.6M 0.68%
118,414
-10,493
30
$21.1M 0.67%
100,346
-6,691
31
$20.8M 0.65%
119,214
-5,387
32
$20.3M 0.64%
783,729
-25,056
33
$20.3M 0.64%
40,197
+5,961
34
$19M 0.6%
247,230
-1,969
35
$18.8M 0.59%
92,708
-1,267
36
$18.7M 0.59%
174,682
-3,243
37
$18.6M 0.59%
102,174
-10,092
38
$18M 0.57%
204,445
+8,063
39
$16.7M 0.53%
131,207
-6,342
40
$16.5M 0.52%
321,101
+63,800
41
$16.4M 0.51%
153,320
+4,045
42
$16.1M 0.51%
201,851
+28,524
43
$15.7M 0.49%
167,495
-1,343
44
$12.6M 0.4%
80,274
+4,077
45
$12.5M 0.39%
61,613
-1,505
46
$12.1M 0.38%
70,723
+5,758
47
$12.1M 0.38%
49,943
+1,117
48
$11.5M 0.36%
113,511
+3,527
49
$11.2M 0.35%
42,817
-12,093
50
$11M 0.35%
19,108
-1,461
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