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
1026
$10.9K ﹤0.01%
397
-3,009
1027
$10.9K ﹤0.01%
113
-4,834
1028
$10.9K ﹤0.01%
79
1029
$10.6K ﹤0.01%
+186
1030
$10.5K ﹤0.01%
280
-355
1031
$10.4K ﹤0.01%
+645
1032
$10.4K ﹤0.01%
245
1033
$9.82K ﹤0.01%
247
-791
1034
$9.8K ﹤0.01%
84
-42
1035
$9.8K ﹤0.01%
209
1036
$9.79K ﹤0.01%
345
+27
1037
$9.77K ﹤0.01%
+90
1038
$9.6K ﹤0.01%
198
1039
$9.54K ﹤0.01%
+160
1040
$9.52K ﹤0.01%
258
1041
$9.49K ﹤0.01%
225
1042
$9.39K ﹤0.01%
167
+13
1043
$9.2K ﹤0.01%
+1,158
1044
$9.08K ﹤0.01%
249
-15
1045
$9.07K ﹤0.01%
1,709
+543
1046
$8.93K ﹤0.01%
1,627
1047
$8.92K ﹤0.01%
136
+121
1048
$8.89K ﹤0.01%
139
+31
1049
$8.83K ﹤0.01%
102
-28
1050
$8.81K ﹤0.01%
131
40 41
42
43 44