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
1051
$8.58K ﹤0.01%
60
-18
1052
$8.53K ﹤0.01%
158
+14
1053
$8.51K ﹤0.01%
446
-201
1054
$8.44K ﹤0.01%
794
+567
1055
$8.22K ﹤0.01%
+120
1056
$8.2K ﹤0.01%
139
-159
1057
$8.14K ﹤0.01%
113
-42
1058
$8K ﹤0.01%
+116
1059
$8K ﹤0.01%
+459
1060
$8K ﹤0.01%
159
1061
$7.99K ﹤0.01%
161
+35
1062
$7.98K ﹤0.01%
352
-268
1063
$7.97K ﹤0.01%
89
+74
1064
$7.96K ﹤0.01%
176
+32
1065
$7.78K ﹤0.01%
376
1066
$7.72K ﹤0.01%
44
1067
$7.63K ﹤0.01%
25
-16
1068
$7.2K ﹤0.01%
287
-10
1069
$7.11K ﹤0.01%
167
1070
$6.99K ﹤0.01%
85
-44
1071
$6.96K ﹤0.01%
70
1072
$6.92K ﹤0.01%
314
-6
1073
$6.87K ﹤0.01%
68
-32
1074
$6.82K ﹤0.01%
+82
1075
$6.69K ﹤0.01%
94
41 42
43
44 45