TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$22.2M
2 +$21M
3 +$14.7M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.98M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.89M

Top Sells

1 +$5.71M
2 +$3.9M
3 +$3.31M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$2.42M

Sector Composition

1 Technology 8.27%
2 Financials 4.79%
3 Healthcare 4.45%
4 Industrials 3.33%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$219K 0.01%
1,718
+775
552
$219K 0.01%
2,940
-4
553
$218K 0.01%
10,405
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555
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3,404
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731
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26,030
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558
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518
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559
$213K 0.01%
1,400
560
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546
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2,985
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562
$209K 0.01%
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563
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565
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573
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575
$199K 0.01%
2,230
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