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
51
$10.8M 0.34%
227,850
+17,378
52
$10.8M 0.34%
11,874
-4,870
53
$10.7M 0.34%
86,727
-2,363
54
$10.5M 0.33%
255,725
+6,860
55
$10.4M 0.33%
64,870
-2,050
56
$10.3M 0.32%
20,227
-528
57
$10.2M 0.32%
109,679
+21,302
58
$9.95M 0.31%
106,031
+8,690
59
$9.77M 0.31%
135,648
+4,441
60
$9.7M 0.31%
129,504
+4,370
61
$9.44M 0.3%
150,047
+15,927
62
$9.32M 0.29%
96,005
+14,146
63
$8.64M 0.27%
78,178
-4,758
64
$8.56M 0.27%
339,728
+48,880
65
$8.02M 0.25%
18,181
+864
66
$7.95M 0.25%
19,545
-925
67
$7.67M 0.24%
277,243
-6,468
68
$7.59M 0.24%
25,513
-1,363
69
$7.5M 0.24%
24,009
+2,952
70
$7.46M 0.23%
110,141
+1,795
71
$7.43M 0.23%
187,079
+4,979
72
$7.36M 0.23%
104,650
+17,866
73
$7.2M 0.23%
43,670
+1,232
74
$7.11M 0.22%
33,076
-1,603
75
$7.04M 0.22%
32,288
+1,354
1 2
3
4 5