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
1001
$13.1K ﹤0.01%
37
1002
$13.1K ﹤0.01%
500
-898
1003
$13K ﹤0.01%
237
+205
1004
$12.9K ﹤0.01%
7,315
-256
1005
$12.8K ﹤0.01%
181
+20
1006
$12.8K ﹤0.01%
420
-4,072
1007
$12.8K ﹤0.01%
528
1008
$12.4K ﹤0.01%
171
+84
1009
$12.4K ﹤0.01%
307
-92
1010
$12.3K ﹤0.01%
344
-19
1011
$12.3K ﹤0.01%
+318
1012
$12.3K ﹤0.01%
1,083
+279
1013
$12.2K ﹤0.01%
49
+44
1014
$12.2K ﹤0.01%
+134
1015
$12.1K ﹤0.01%
+471
1016
$12K ﹤0.01%
374
+23
1017
$12K ﹤0.01%
+51
1018
$11.8K ﹤0.01%
479
1019
$11.7K ﹤0.01%
562
+111
1020
$11.5K ﹤0.01%
210
-9,739
1021
$11.5K ﹤0.01%
300
+267
1022
$11.4K ﹤0.01%
42
-7
1023
$11.4K ﹤0.01%
+809
1024
$11.3K ﹤0.01%
294
+28
1025
$11K ﹤0.01%
116
39 40
41
42 43