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
851
$39.9K ﹤0.01%
206
+18
852
$39.5K ﹤0.01%
917
853
$39.4K ﹤0.01%
1,224
+341
854
$39.2K ﹤0.01%
+1,370
855
$39.1K ﹤0.01%
738
+4
856
$38.7K ﹤0.01%
75
-9
857
$38.4K ﹤0.01%
311
-5,597
858
$37.9K ﹤0.01%
507
+14
859
$37.7K ﹤0.01%
509
+8
860
$37.4K ﹤0.01%
217
+104
861
$37.3K ﹤0.01%
352
-28
862
$37.1K ﹤0.01%
241
-21
863
$36.9K ﹤0.01%
244
+7
864
$36.6K ﹤0.01%
4,122
+4,062
865
$36.2K ﹤0.01%
+254
866
$35.9K ﹤0.01%
595
+12
867
$35.8K ﹤0.01%
383
+16
868
$35.3K ﹤0.01%
262
-82
869
$35.1K ﹤0.01%
218
870
$35K ﹤0.01%
625
-206
871
$34.7K ﹤0.01%
415
872
$34.7K ﹤0.01%
172
+21
873
$34.6K ﹤0.01%
395
874
$33.5K ﹤0.01%
539
875
$33.2K ﹤0.01%
808
+371
33 34
35
36 37