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
101
$4.93M 0.16%
44,680
-3,199
102
$4.87M 0.15%
45,730
-5,090
103
$4.84M 0.15%
40,038
+31
104
$4.81M 0.15%
101,165
-28,045
105
$4.78M 0.15%
10,193
-2,623
106
$4.73M 0.15%
61,282
+1,516
107
$4.71M 0.15%
69,874
+54,636
108
$4.64M 0.15%
20,326
+1,447
109
$4.59M 0.14%
58,278
-1,227
110
$4.58M 0.14%
15,105
+1,167
111
$4.49M 0.14%
16,230
-92
112
$4.46M 0.14%
61,345
-1,975
113
$4.44M 0.14%
17,777
+7,273
114
$4.42M 0.14%
19,521
-778
115
$4.37M 0.14%
102,796
-28,819
116
$4.33M 0.14%
122,102
-68,142
117
$4.29M 0.14%
5,450
-1,286
118
$4.23M 0.13%
60,273
-493
119
$4.16M 0.13%
25,223
+374
120
$4.12M 0.13%
29,185
-2,061
121
$4.03M 0.13%
36,545
-2,086
122
$4M 0.13%
60,006
-12,396
123
$3.99M 0.13%
23,944
-540
124
$3.96M 0.12%
51,387
-956
125
$3.85M 0.12%
37,031
+4,524
3 4
5
6 7