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
826
$44.1K ﹤0.01%
427
+8
827
$44.1K ﹤0.01%
219
-44
828
$44K ﹤0.01%
469
-6,197
829
$44K ﹤0.01%
322
-284
830
$43.5K ﹤0.01%
224
-58
831
$43.5K ﹤0.01%
707
-4
832
$43.1K ﹤0.01%
2,294
-201
833
$42.9K ﹤0.01%
438
834
$42.6K ﹤0.01%
409
+2
835
$42.4K ﹤0.01%
612
+132
836
$42.2K ﹤0.01%
632
-116
837
$42.2K ﹤0.01%
1,308
+283
838
$42.1K ﹤0.01%
295
+112
839
$41.9K ﹤0.01%
306
+45
840
$41.9K ﹤0.01%
262
+23
841
$41.7K ﹤0.01%
785
+65
842
$41.4K ﹤0.01%
3,000
843
$41.3K ﹤0.01%
298
+3
844
$41.1K ﹤0.01%
318
-81
845
$41.1K ﹤0.01%
207
846
$41.1K ﹤0.01%
452
+47
847
$40.7K ﹤0.01%
353
+11
848
$40.7K ﹤0.01%
136
-39
849
$40.4K ﹤0.01%
6,998
+6,865
850
$40.3K ﹤0.01%
378
-22
32 33
34
35 36