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
976
$16.2K ﹤0.01%
317
977
$16.2K ﹤0.01%
322
+89
978
$16K ﹤0.01%
127
-6
979
$15.8K ﹤0.01%
349
-13
980
$15.6K ﹤0.01%
344
981
$15.2K ﹤0.01%
115
-2
982
$15.1K ﹤0.01%
123
983
$15.1K ﹤0.01%
479
984
$14.9K ﹤0.01%
61
+43
985
$14.9K ﹤0.01%
126
+6
986
$14.9K ﹤0.01%
349
+142
987
$14.6K ﹤0.01%
454
+347
988
$14.5K ﹤0.01%
885
+489
989
$14.5K ﹤0.01%
115
+21
990
$14.5K ﹤0.01%
195
-2
991
$14.3K ﹤0.01%
552
-78
992
$14.1K ﹤0.01%
269
-4
993
$14K ﹤0.01%
744
+1
994
$13.9K ﹤0.01%
273
+84
995
$13.6K ﹤0.01%
477
+427
996
$13.5K ﹤0.01%
438
+268
997
$13.5K ﹤0.01%
213
-118
998
$13.4K ﹤0.01%
86
999
$13.2K ﹤0.01%
515
1000
$13.1K ﹤0.01%
723
38 39
40
41 42