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
1126
$2.44K ﹤0.01%
117
1127
$2.38K ﹤0.01%
77
1128
$2.35K ﹤0.01%
175
1129
$2.29K ﹤0.01%
42
+6
1130
$2.24K ﹤0.01%
27
-1,073
1131
$2.23K ﹤0.01%
62
+29
1132
$2.1K ﹤0.01%
15
1133
$2.06K ﹤0.01%
30
1134
$2.04K ﹤0.01%
106
1135
$2.02K ﹤0.01%
+266
1136
$1.92K ﹤0.01%
27
-7
1137
$1.91K ﹤0.01%
7
-88
1138
$1.9K ﹤0.01%
47
1139
$1.82K ﹤0.01%
93
1140
$1.8K ﹤0.01%
21
1141
$1.8K ﹤0.01%
44
-1,678
1142
$1.76K ﹤0.01%
92
+43
1143
$1.69K ﹤0.01%
+12
1144
$1.63K ﹤0.01%
19
1145
$1.6K ﹤0.01%
8
-58
1146
$1.58K ﹤0.01%
47
1147
$1.54K ﹤0.01%
4
1148
$1.53K ﹤0.01%
+248
1149
$1.45K ﹤0.01%
120
1150
$1.44K ﹤0.01%
125
44 45
46
47 48