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
626
$143K ﹤0.01%
2,423
+139
627
$143K ﹤0.01%
905
-35
628
$143K ﹤0.01%
591
+41
629
$143K ﹤0.01%
781
+495
630
$142K ﹤0.01%
1,229
631
$142K ﹤0.01%
2,715
+108
632
$142K ﹤0.01%
2,633
-895
633
$142K ﹤0.01%
1,985
+93
634
$142K ﹤0.01%
3,284
+640
635
$140K ﹤0.01%
3,782
-8,281
636
$139K ﹤0.01%
2,607
+279
637
$139K ﹤0.01%
1,304
+166
638
$138K ﹤0.01%
1,405
-202
639
$138K ﹤0.01%
2,122
+138
640
$137K ﹤0.01%
2,422
+491
641
$137K ﹤0.01%
1,915
-86
642
$137K ﹤0.01%
1,255
+122
643
$135K ﹤0.01%
2,255
+153
644
$133K ﹤0.01%
917
-2,917
645
$133K ﹤0.01%
316
-232
646
$131K ﹤0.01%
790
647
$131K ﹤0.01%
1,521
648
$131K ﹤0.01%
4,716
+1,732
649
$130K ﹤0.01%
540
-502
650
$127K ﹤0.01%
1,013
24 25
26
27 28