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
701
$92.6K ﹤0.01%
1,532
-168
702
$91.4K ﹤0.01%
1,380
703
$90.3K ﹤0.01%
1,593
-5
704
$89.9K ﹤0.01%
1,306
705
$88.3K ﹤0.01%
1,764
+661
706
$88.3K ﹤0.01%
1,862
-17
707
$88.1K ﹤0.01%
338
+3
708
$88.1K ﹤0.01%
+2,787
709
$87K ﹤0.01%
1,063
710
$86.6K ﹤0.01%
2,297
-43
711
$86K ﹤0.01%
1,262
+156
712
$85.7K ﹤0.01%
1,870
713
$85.6K ﹤0.01%
734
-215
714
$85.4K ﹤0.01%
2,810
+2,401
715
$84.8K ﹤0.01%
1,562
716
$84.3K ﹤0.01%
813
-21
717
$84.2K ﹤0.01%
2,095
+125
718
$83.9K ﹤0.01%
2,270
+1,731
719
$82.2K ﹤0.01%
50
-5
720
$81.6K ﹤0.01%
1,317
+259
721
$80.8K ﹤0.01%
596
-5
722
$80.5K ﹤0.01%
544
-56
723
$79.9K ﹤0.01%
495
-8
724
$79.2K ﹤0.01%
884
-202
725
$78.3K ﹤0.01%
1,023
27 28
29
30 31