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
576
$198K 0.01%
1,750
+138
577
$196K 0.01%
10,008
+665
578
$195K 0.01%
2,186
+60
579
$194K 0.01%
883
+10
580
$194K 0.01%
885
-34
581
$193K 0.01%
10,728
-650
582
$192K 0.01%
3,716
-7,659
583
$190K 0.01%
6,591
+191
584
$190K 0.01%
2,911
+124
585
$189K 0.01%
1,367
+25
586
$187K 0.01%
4,500
+589
587
$184K 0.01%
897
+27
588
$184K 0.01%
4,510
-220
589
$182K 0.01%
2,124
+389
590
$179K 0.01%
2,132
591
$179K 0.01%
+21,515
592
$179K 0.01%
3,792
-11
593
$178K 0.01%
5,520
-86
594
$176K 0.01%
2,302
-161
595
$174K 0.01%
704
-527
596
$170K 0.01%
4,583
-120
597
$168K 0.01%
1,044
-1,044
598
$167K 0.01%
1,776
+1,093
599
$165K 0.01%
2,638
+322
600
$162K 0.01%
12,908
+3,264
22 23
24
25 26