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
926
$23.6K ﹤0.01%
3,250
927
$23.5K ﹤0.01%
382
928
$23.4K ﹤0.01%
5,062
+4,869
929
$23.3K ﹤0.01%
241
+11
930
$23.1K ﹤0.01%
401
+12
931
$23K ﹤0.01%
1,010
932
$22.9K ﹤0.01%
746
933
$22.9K ﹤0.01%
261
-639
934
$22.5K ﹤0.01%
2,245
+979
935
$22.4K ﹤0.01%
1,046
+586
936
$22.4K ﹤0.01%
173
+17
937
$22.3K ﹤0.01%
75
+3
938
$22.3K ﹤0.01%
2,142
+320
939
$21.9K ﹤0.01%
189
+5
940
$21.6K ﹤0.01%
119
+7
941
$21.3K ﹤0.01%
140
+57
942
$21.2K ﹤0.01%
247
+15
943
$21.1K ﹤0.01%
186
+22
944
$21.1K ﹤0.01%
194
+9
945
$20.9K ﹤0.01%
350
946
$20.8K ﹤0.01%
209
-12
947
$20.8K ﹤0.01%
195
-126
948
$20.6K ﹤0.01%
532
+152
949
$20.4K ﹤0.01%
119
-7
950
$20.2K ﹤0.01%
730
+296
36 37
38
39 40