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
76
$6.99M 0.22%
15,934
+56
77
$6.82M 0.21%
96,352
+12,006
78
$6.75M 0.21%
76,973
+7,560
79
$6.46M 0.2%
35,211
-1,113
80
$6.37M 0.2%
139,212
+8,926
81
$6.01M 0.19%
101,269
-6,085
82
$5.94M 0.19%
59,258
+603
83
$5.9M 0.19%
52,567
+11,117
84
$5.9M 0.19%
5,772
-87
85
$5.9M 0.19%
8,977
-288
86
$5.88M 0.19%
117,338
+6,086
87
$5.79M 0.18%
21,628
-956
88
$5.65M 0.18%
16,413
-355
89
$5.55M 0.17%
141,785
+14,340
90
$5.51M 0.17%
6,681
-90
91
$5.37M 0.17%
135,082
+3,378
92
$5.3M 0.17%
22,470
-424
93
$5.25M 0.17%
108,148
+5,092
94
$5.22M 0.16%
11,171
+430
95
$5.12M 0.16%
16,645
+73
96
$5.11M 0.16%
19,725
+548
97
$5.1M 0.16%
32,800
+1,130
98
$5.06M 0.16%
50,419
+21
99
$4.99M 0.16%
78,350
-1,522
100
$4.94M 0.16%
38,759
+5,917
2 3
4
5 6