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
726
$78K ﹤0.01%
+3,761
727
$77.8K ﹤0.01%
576
-64
728
$77.7K ﹤0.01%
1,175
-105
729
$77.7K ﹤0.01%
828
730
$77.6K ﹤0.01%
1,138
731
$77.2K ﹤0.01%
428
-1,517
732
$77.2K ﹤0.01%
4,392
+48
733
$77K ﹤0.01%
4,283
+2,281
734
$76.6K ﹤0.01%
+490
735
$76K ﹤0.01%
2,084
+13
736
$75.4K ﹤0.01%
146
+31
737
$74.5K ﹤0.01%
927
-6
738
$72.7K ﹤0.01%
+169
739
$71.6K ﹤0.01%
1,300
+164
740
$71.4K ﹤0.01%
308
-28
741
$71.3K ﹤0.01%
404
+258
742
$71.2K ﹤0.01%
925
+32
743
$70.9K ﹤0.01%
+5,183
744
$70.4K ﹤0.01%
660
-690
745
$69.9K ﹤0.01%
338
+37
746
$69.7K ﹤0.01%
2,218
-360
747
$69.5K ﹤0.01%
1,029
+123
748
$69.3K ﹤0.01%
3,705
+54
749
$69.2K ﹤0.01%
2,050
+3
750
$68.9K ﹤0.01%
494
+27
28 29
30
31 32