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
$3.63B
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$20.5M
3
+$14M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.74M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.38M

Top Sells

1
+$41.9M
2
+$7.37M
3
+$6.45M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TSLA icon
Tesla
TSLA
+$4.14M

Sector Composition

1 Technology 6.52%
2 Financials 5.04%
3 Healthcare 4.04%
4 Industrials 2.88%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$196K 0.01%
198
-19
602
$194K 0.01%
1,324
+680
603
$194K 0.01%
4,116
+1,095
604
$194K 0.01%
1,134
+75
605
$193K 0.01%
4,098
+652
606
$193K 0.01%
2,699
-7,830
607
$192K 0.01%
6,308
+1,472
608
$190K 0.01%
918
+19
609
$190K 0.01%
923
+1
610
$189K 0.01%
5,747
+996
611
$188K 0.01%
1,670
-72
612
$186K 0.01%
1,346
+62
613
$186K 0.01%
13,626
-4,319
614
$185K 0.01%
2,632
-270
615
$184K 0.01%
5,322
-190
616
$183K 0.01%
4,899
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617
$183K 0.01%
2,043
-45
618
$182K 0.01%
3,650
+881
619
$181K 0.01%
1,478
+252
620
$180K 0.01%
1,524
+83
621
$180K 0.01%
3,022
-835
622
$180K 0.01%
6,141
+3,253
623
$180K ﹤0.01%
1,840
624
$180K ﹤0.01%
7,663
+2,780
625
$180K ﹤0.01%
3,423
+482
23 24
25
26 27