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
1101
$4.03K ﹤0.01%
72
-18
1102
$4K ﹤0.01%
200
+74
1103
$3.96K ﹤0.01%
286
+70
1104
$3.96K ﹤0.01%
58
1105
$3.84K ﹤0.01%
170
1106
$3.63K ﹤0.01%
119
+92
1107
$3.6K ﹤0.01%
98
-237
1108
$3.51K ﹤0.01%
113
1109
$3.33K ﹤0.01%
55
-292
1110
$3.31K ﹤0.01%
148
1111
$3.27K ﹤0.01%
198
1112
$3.22K ﹤0.01%
1,178
+701
1113
$3.19K ﹤0.01%
+78
1114
$3.09K ﹤0.01%
18
+7
1115
$3.08K ﹤0.01%
53
+27
1116
$3.08K ﹤0.01%
238
+123
1117
$2.89K ﹤0.01%
55
-89
1118
$2.89K ﹤0.01%
130
+75
1119
$2.85K ﹤0.01%
22
-3
1120
$2.77K ﹤0.01%
81
1121
$2.71K ﹤0.01%
167
+133
1122
$2.66K ﹤0.01%
64
1123
$2.64K ﹤0.01%
36
1124
$2.61K ﹤0.01%
164
+124
1125
$2.48K ﹤0.01%
232
+159
43 44
45
46 47