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
551
$219K 0.01%
1,718
+775
552
$219K 0.01%
2,940
-4
553
$218K 0.01%
10,405
+690
554
$218K 0.01%
1,857
-5
555
$215K 0.01%
3,404
+692
556
$215K 0.01%
731
+2
557
$215K 0.01%
26,030
-8,751
558
$213K 0.01%
518
-23
559
$213K 0.01%
1,400
560
$210K 0.01%
546
-254
561
$210K 0.01%
2,985
-29,745
562
$209K 0.01%
20,944
+96
563
$209K 0.01%
1,960
-473
564
$208K 0.01%
2,534
+175
565
$207K 0.01%
5,556
-28
566
$207K 0.01%
1,921
-136
567
$206K 0.01%
1,873
+6
568
$206K 0.01%
228
-3
569
$205K 0.01%
3,272
+1,734
570
$203K 0.01%
20,257
+943
571
$203K 0.01%
2,672
+839
572
$203K 0.01%
10,663
-92
573
$201K 0.01%
951
+4
574
$200K 0.01%
+2,919
575
$199K 0.01%
2,230
+122
21 22
23
24 25