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
676
$109K ﹤0.01%
1,051
-94
677
$108K ﹤0.01%
2,461
+306
678
$108K ﹤0.01%
1,536
679
$108K ﹤0.01%
2,250
680
$108K ﹤0.01%
1,101
+190
681
$107K ﹤0.01%
3,780
+1,087
682
$107K ﹤0.01%
2,462
-1,222
683
$107K ﹤0.01%
1,145
+51
684
$106K ﹤0.01%
899
+742
685
$105K ﹤0.01%
567
-188
686
$104K ﹤0.01%
884
-81
687
$104K ﹤0.01%
3,977
688
$103K ﹤0.01%
644
+1
689
$102K ﹤0.01%
457
-21
690
$102K ﹤0.01%
3,103
+375
691
$101K ﹤0.01%
695
+195
692
$101K ﹤0.01%
313
-3,202
693
$99.3K ﹤0.01%
354
-206
694
$99.2K ﹤0.01%
5,843
-1,675
695
$98.1K ﹤0.01%
3,128
696
$97.1K ﹤0.01%
2,688
697
$96.2K ﹤0.01%
10,089
-330
698
$94.2K ﹤0.01%
1,120
+21
699
$93.7K ﹤0.01%
419
-1
700
$93K ﹤0.01%
3,486
+20
26 27
28
29 30