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
1151
$1.43K ﹤0.01%
15
-425
1152
$1.38K ﹤0.01%
13
-8
1153
$1.34K ﹤0.01%
+17
1154
$1.31K ﹤0.01%
66
-428
1155
$1.29K ﹤0.01%
52
-271
1156
$1.28K ﹤0.01%
7
1157
$1.27K ﹤0.01%
335
+185
1158
$1.26K ﹤0.01%
13
1159
$1.23K ﹤0.01%
17
1160
$1.22K ﹤0.01%
5
1161
$1.22K ﹤0.01%
13
-1
1162
$1.2K ﹤0.01%
5
1163
$1.2K ﹤0.01%
1
1164
$1.19K ﹤0.01%
21
1165
$1.15K ﹤0.01%
+22
1166
$1.11K ﹤0.01%
6
1167
$1.07K ﹤0.01%
86
1168
$1.03K ﹤0.01%
+25
1169
$1.01K ﹤0.01%
17
1170
$981 ﹤0.01%
9
-3
1171
$963 ﹤0.01%
42
1172
$928 ﹤0.01%
16
1173
$888 ﹤0.01%
46
1174
$878 ﹤0.01%
+4
1175
$860 ﹤0.01%
2
45 46
47
48 49