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
751
$68.6K ﹤0.01%
1,153
-14
752
$68.1K ﹤0.01%
616
+183
753
$67.8K ﹤0.01%
+1,421
754
$67.7K ﹤0.01%
4,949
+912
755
$66.9K ﹤0.01%
1,672
+16
756
$66.5K ﹤0.01%
1,199
+167
757
$66.4K ﹤0.01%
559
+131
758
$66.2K ﹤0.01%
378
-1,838
759
$65.2K ﹤0.01%
3,705
-179
760
$65.1K ﹤0.01%
8,110
+3,670
761
$64.9K ﹤0.01%
440
+48
762
$64.9K ﹤0.01%
4,983
-227
763
$63.6K ﹤0.01%
35
+2
764
$63.6K ﹤0.01%
481
-38
765
$63.5K ﹤0.01%
1,542
766
$63.3K ﹤0.01%
1,373
-64
767
$63.1K ﹤0.01%
30,771
-402
768
$63.1K ﹤0.01%
4,439
-1,741
769
$63.1K ﹤0.01%
617
-172
770
$63K ﹤0.01%
+827
771
$62.9K ﹤0.01%
+806
772
$62.2K ﹤0.01%
1,518
-2,602
773
$61.9K ﹤0.01%
1,273
+114
774
$61.5K ﹤0.01%
1,749
-347
775
$61.2K ﹤0.01%
540
-33
29 30
31
32 33