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
476
$371K 0.01%
851
-38
477
$370K 0.01%
6,850
+135
478
$370K 0.01%
3,032
-1,042
479
$369K 0.01%
2,687
-321
480
$367K 0.01%
951
+233
481
$367K 0.01%
12,419
+10,709
482
$366K 0.01%
2,838
-14
483
$364K 0.01%
7,609
+295
484
$364K 0.01%
2,205
+185
485
$357K 0.01%
1,189
-29
486
$355K 0.01%
12,189
+11,125
487
$353K 0.01%
1,720
-73
488
$353K 0.01%
1,462
+126
489
$349K 0.01%
9,076
+26
490
$348K 0.01%
13,854
+71
491
$345K 0.01%
13,276
+346
492
$337K 0.01%
10,038
-115
493
$327K 0.01%
2,244
-254
494
$321K 0.01%
4,684
-9,803
495
$319K 0.01%
6,730
+990
496
$319K 0.01%
1,958
+37
497
$316K 0.01%
1,148
+454
498
$311K 0.01%
16,972
-1,095
499
$311K 0.01%
662
-52
500
$309K 0.01%
940
-174
18 19
20
21 22