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
951
$20K ﹤0.01%
185
+5
952
$19.7K ﹤0.01%
72
-62
953
$19.5K ﹤0.01%
314
+82
954
$19.5K ﹤0.01%
440
-452
955
$19.5K ﹤0.01%
468
-3,304
956
$19.3K ﹤0.01%
350
-327
957
$19.2K ﹤0.01%
769
-45
958
$19.2K ﹤0.01%
148
+91
959
$19.1K ﹤0.01%
50
-35
960
$18.9K ﹤0.01%
642
-3
961
$18.7K ﹤0.01%
484
962
$18.5K ﹤0.01%
235
-10
963
$18.3K ﹤0.01%
95
-142
964
$18.1K ﹤0.01%
793
-415
965
$18K ﹤0.01%
+240
966
$18K ﹤0.01%
365
+66
967
$18K ﹤0.01%
533
+32
968
$17.6K ﹤0.01%
179
969
$17.4K ﹤0.01%
188
+12
970
$17.4K ﹤0.01%
1,537
+912
971
$17.1K ﹤0.01%
42
-64
972
$17.1K ﹤0.01%
425
-10,191
973
$17.1K ﹤0.01%
952
+402
974
$17K ﹤0.01%
414
+38
975
$17K ﹤0.01%
208
+8
37 38
39
40 41