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
501
$309K 0.01%
3,869
+3,744
502
$309K 0.01%
6,732
-1,837
503
$307K 0.01%
5,576
+423
504
$306K 0.01%
9,866
+782
505
$306K 0.01%
1,239
506
$306K 0.01%
1,777
+321
507
$303K 0.01%
15,136
+346
508
$302K 0.01%
1,997
+63
509
$302K 0.01%
+10,674
510
$299K 0.01%
4,247
-194
511
$290K 0.01%
5,075
+300
512
$288K 0.01%
8,560
-13,480
513
$287K 0.01%
5,975
+1,236
514
$286K 0.01%
11,263
+201
515
$285K 0.01%
3,658
+750
516
$283K 0.01%
2,831
+39
517
$276K 0.01%
6,050
+582
518
$274K 0.01%
4,807
+358
519
$273K 0.01%
1,500
-3,626
520
$270K 0.01%
3,431
+163
521
$269K 0.01%
2,712
-28
522
$268K 0.01%
1,689
-1,142
523
$267K 0.01%
7,103
+1,159
524
$265K 0.01%
650
-10
525
$265K 0.01%
4,924
+692
19 20
21
22 23