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
1076
$6.6K ﹤0.01%
475
-500
1077
$6.52K ﹤0.01%
+49
1078
$6.33K ﹤0.01%
+265
1079
$6.32K ﹤0.01%
191
1080
$6.18K ﹤0.01%
48
+11
1081
$6.06K ﹤0.01%
470
+282
1082
$6.01K ﹤0.01%
448
+171
1083
$5.97K ﹤0.01%
108
1084
$5.9K ﹤0.01%
82
-6
1085
$5.82K ﹤0.01%
35
-31
1086
$5.5K ﹤0.01%
+104
1087
$5.49K ﹤0.01%
251
1088
$5.21K ﹤0.01%
852
1089
$5.11K ﹤0.01%
179
+157
1090
$5.07K ﹤0.01%
34
+25
1091
$4.88K ﹤0.01%
26
1092
$4.8K ﹤0.01%
454
+76
1093
$4.63K ﹤0.01%
+67
1094
$4.61K ﹤0.01%
220
-106
1095
$4.54K ﹤0.01%
1,074
+453
1096
$4.33K ﹤0.01%
140
1097
$4.12K ﹤0.01%
42
+22
1098
$4.09K ﹤0.01%
104
-53
1099
$4.06K ﹤0.01%
38
-74
1100
$4.03K ﹤0.01%
390
42 43
44
45 46