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
776
$58.7K ﹤0.01%
582
+10
777
$58.7K ﹤0.01%
42
-22
778
$58.6K ﹤0.01%
300
779
$57.8K ﹤0.01%
268
780
$57.6K ﹤0.01%
2,003
+128
781
$57.5K ﹤0.01%
584
782
$56.5K ﹤0.01%
239
-61
783
$55.5K ﹤0.01%
1,177
-1
784
$55.5K ﹤0.01%
1,193
-57
785
$55.3K ﹤0.01%
1,871
-467
786
$55.2K ﹤0.01%
3,691
+429
787
$54.8K ﹤0.01%
2,466
788
$54.8K ﹤0.01%
1,268
+935
789
$54.4K ﹤0.01%
341
+8
790
$54.1K ﹤0.01%
304
+23
791
$53.3K ﹤0.01%
1,366
+1,167
792
$53.1K ﹤0.01%
289
-58
793
$52.9K ﹤0.01%
653
-16
794
$52.5K ﹤0.01%
2,698
-601
795
$52.3K ﹤0.01%
1,572
796
$52.2K ﹤0.01%
1,825
797
$52.1K ﹤0.01%
1,897
+900
798
$52.1K ﹤0.01%
802
-18
799
$51.6K ﹤0.01%
+873
800
$50.9K ﹤0.01%
+2,293
30 31
32
33 34