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
651
$126K ﹤0.01%
3,317
+363
652
$126K ﹤0.01%
6,707
+776
653
$124K ﹤0.01%
4,293
-180
654
$123K ﹤0.01%
1,135
-40
655
$122K ﹤0.01%
6,144
-13
656
$122K ﹤0.01%
2,409
657
$121K ﹤0.01%
7,083
+4,757
658
$121K ﹤0.01%
1,557
-32
659
$119K ﹤0.01%
212
-457
660
$118K ﹤0.01%
4,660
-526
661
$118K ﹤0.01%
1,655
+93
662
$117K ﹤0.01%
+680
663
$117K ﹤0.01%
992
-102
664
$117K ﹤0.01%
+3,004
665
$116K ﹤0.01%
1,041
+97
666
$115K ﹤0.01%
1,784
+353
667
$115K ﹤0.01%
1,410
+41
668
$115K ﹤0.01%
3,653
+173
669
$114K ﹤0.01%
2,729
+967
670
$114K ﹤0.01%
4,028
+185
671
$113K ﹤0.01%
1,976
+556
672
$113K ﹤0.01%
1,313
-71
673
$111K ﹤0.01%
893
+107
674
$110K ﹤0.01%
1,696
+155
675
$110K ﹤0.01%
2,523
+2,412
25 26
27
28 29