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
876
$32.8K ﹤0.01%
331
877
$32.7K ﹤0.01%
457
-11
878
$32.5K ﹤0.01%
299
-117
879
$32.2K ﹤0.01%
+451
880
$32K ﹤0.01%
381
-74
881
$30.7K ﹤0.01%
532
+7
882
$29.5K ﹤0.01%
330
+8
883
$29.5K ﹤0.01%
572
-404
884
$29.4K ﹤0.01%
140
-4
885
$29.3K ﹤0.01%
747
-13
886
$29.2K ﹤0.01%
2,520
-35
887
$29.1K ﹤0.01%
+219
888
$29.1K ﹤0.01%
183
-3
889
$29K ﹤0.01%
329
+66
890
$28.9K ﹤0.01%
147
-118
891
$28.8K ﹤0.01%
971
+413
892
$28.8K ﹤0.01%
246
+51
893
$28.5K ﹤0.01%
78
-14
894
$28.5K ﹤0.01%
653
+105
895
$28K ﹤0.01%
124
+67
896
$27.9K ﹤0.01%
356
+41
897
$27.6K ﹤0.01%
+959
898
$27.6K ﹤0.01%
3,710
-20
899
$27.6K ﹤0.01%
2,070
+183
900
$27.6K ﹤0.01%
1,233
+137
34 35
36
37 38