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
601
$162K 0.01%
1,550
+97
602
$161K 0.01%
1,364
+237
603
$161K 0.01%
10,653
+62
604
$161K 0.01%
213
-22
605
$161K 0.01%
2,176
-11
606
$161K 0.01%
2,827
-252
607
$159K 0.01%
4,153
+363
608
$158K 0.01%
1,581
-58
609
$158K 0.01%
814
+104
610
$157K ﹤0.01%
896
611
$157K ﹤0.01%
149
-8
612
$156K ﹤0.01%
122
+17
613
$155K ﹤0.01%
1,020
+529
614
$154K ﹤0.01%
2,076
-134
615
$153K ﹤0.01%
1,896
+88
616
$153K ﹤0.01%
5,347
-24,631
617
$153K ﹤0.01%
23,814
-1,625
618
$152K ﹤0.01%
3,036
-69
619
$151K ﹤0.01%
742
+140
620
$150K ﹤0.01%
1,029
+43
621
$149K ﹤0.01%
10,237
+383
622
$148K ﹤0.01%
1,722
+77
623
$147K ﹤0.01%
6,295
-454
624
$146K ﹤0.01%
10,091
+3,456
625
$143K ﹤0.01%
6,735
-80
23 24
25
26 27