TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,494
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$20.5M
3 +$14M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$9.74M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.38M

Top Sells

1 +$41.9M
2 +$7.37M
3 +$6.45M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TSLA icon
Tesla
TSLA
+$4.14M

Sector Composition

1 Technology 6.52%
2 Financials 5.04%
3 Healthcare 4.04%
4 Industrials 2.88%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$4.32K ﹤0.01%
18
+16
1102
$4.31K ﹤0.01%
138
1103
$4.31K ﹤0.01%
85
-3
1104
$4.3K ﹤0.01%
71
+50
1105
$4.27K ﹤0.01%
+27
1106
$4.23K ﹤0.01%
76
+11
1107
$4.2K ﹤0.01%
14
+6
1108
$4.12K ﹤0.01%
45
+18
1109
$4.1K ﹤0.01%
+107
1110
$4.06K ﹤0.01%
66
+13
1111
$4.06K ﹤0.01%
+47
1112
$4.04K ﹤0.01%
+26
1113
$4K ﹤0.01%
14
+6
1114
$3.98K ﹤0.01%
58
1115
$3.95K ﹤0.01%
158
-293
1116
$3.93K ﹤0.01%
49
+13
1117
$3.88K ﹤0.01%
74
+43
1118
$3.84K ﹤0.01%
83
+33
1119
$3.83K ﹤0.01%
38
+25
1120
$3.81K ﹤0.01%
26
1121
$3.78K ﹤0.01%
45
+9
1122
$3.74K ﹤0.01%
402
+35
1123
$3.7K ﹤0.01%
+46
1124
$3.56K ﹤0.01%
+133
1125
$3.51K ﹤0.01%
40
+31