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
1201
$183 ﹤0.01%
1
-90
1202
$163 ﹤0.01%
2
+1
1203
$157 ﹤0.01%
1
-236
1204
$125 ﹤0.01%
10
-97
1205
$110 ﹤0.01%
+1
1206
$101 ﹤0.01%
600
1207
$95 ﹤0.01%
9
1208
$87 ﹤0.01%
+2
1209
$42 ﹤0.01%
+2
1210
– –
0
1211
$39 ﹤0.01%
1
1212
$29 ﹤0.01%
1
1213
$25 ﹤0.01%
1
1214
$18 ﹤0.01%
+1
1215
$12 ﹤0.01%
400
1216
$4 ﹤0.01%
1
1217
– –
-24
1218
– –
-20
1219
– –
-21
1220
– –
-5
1221
– –
-139
1222
– –
-431
1223
– –
-8,775
1224
– –
-364
1225
– –
-560
47 48
49
50 51