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
801
$50.9K ﹤0.01%
818
-1,006
802
$50.9K ﹤0.01%
828
803
$50.7K ﹤0.01%
706
-58
804
$50.5K ﹤0.01%
986
+27
805
$50.3K ﹤0.01%
4,656
+314
806
$50.2K ﹤0.01%
3,419
-66
807
$49.9K ﹤0.01%
871
+72
808
$49.1K ﹤0.01%
556
-27
809
$49K ﹤0.01%
+436
810
$48.6K ﹤0.01%
655
+30
811
$48.5K ﹤0.01%
577
+50
812
$48.4K ﹤0.01%
256
813
$48.3K ﹤0.01%
402
+32
814
$48.1K ﹤0.01%
1,409
+95
815
$47.4K ﹤0.01%
474
-91
816
$47.4K ﹤0.01%
950
+379
817
$47.2K ﹤0.01%
1,216
818
$46.7K ﹤0.01%
244
-149
819
$46.5K ﹤0.01%
11,884
-214
820
$46.4K ﹤0.01%
431
+48
821
$46.1K ﹤0.01%
342
-626
822
$46.1K ﹤0.01%
204
823
$46K ﹤0.01%
2,046
-374
824
$45.2K ﹤0.01%
1,401
-167
825
$44.9K ﹤0.01%
360
-52
31 32
33
34 35