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
901
$27.6K ﹤0.01%
540
+27
902
$27.3K ﹤0.01%
537
+40
903
$27.3K ﹤0.01%
238
904
$27K ﹤0.01%
+330
905
$26.8K ﹤0.01%
872
+16
906
$26.8K ﹤0.01%
564
907
$26.7K ﹤0.01%
324
+75
908
$26.7K ﹤0.01%
1,015
909
$26.6K ﹤0.01%
336
-402
910
$26.5K ﹤0.01%
253
+6
911
$26.4K ﹤0.01%
249
+15
912
$26.3K ﹤0.01%
911
-519
913
$25.9K ﹤0.01%
1,160
+105
914
$25.6K ﹤0.01%
284
-216
915
$25.3K ﹤0.01%
149
+4
916
$25.2K ﹤0.01%
241
-9
917
$25K ﹤0.01%
262
-358
918
$24.8K ﹤0.01%
323
919
$24.4K ﹤0.01%
137
-6
920
$24.3K ﹤0.01%
869
921
$24.1K ﹤0.01%
48
+21
922
$24.1K ﹤0.01%
376
+281
923
$24K ﹤0.01%
839
+46
924
$23.9K ﹤0.01%
655
+127
925
$23.6K ﹤0.01%
255
35 36
37
38 39