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
526
$263K 0.01%
25,988
-1,657
527
$263K 0.01%
1,117
+225
528
$261K 0.01%
1,431
+42
529
$259K 0.01%
1,959
-122
530
$255K 0.01%
5,633
+703
531
$254K 0.01%
4,212
-3,445
532
$251K 0.01%
1,855
+70
533
$251K 0.01%
1,600
-28
534
$250K 0.01%
2,967
-5
535
$247K 0.01%
3,137
-124
536
$246K 0.01%
1,782
+9
537
$246K 0.01%
1,229
+17
538
$246K 0.01%
4,099
-329
539
$245K 0.01%
846
+9
540
$245K 0.01%
2,377
+7
541
$241K 0.01%
3,654
+260
542
$239K 0.01%
2,095
-173
543
$238K 0.01%
4,298
544
$238K 0.01%
4,381
+366
545
$231K 0.01%
1,379
+69
546
$231K 0.01%
+12,996
547
$230K 0.01%
1,635
+49
548
$228K 0.01%
3,982
+1,170
549
$227K 0.01%
748
-35
550
$220K 0.01%
3,455
-661
20 21
22
23 24