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
1426
-1,151
1427
-51
1428
-5,544
1429
-1,373
1430
-631
1431
-12,126
1432
-1,274
1433
-17,423
1434
-21
1435
-6,810
1436
-167
1437
-15,808
1438
-7,533
1439
-131
1440
-10
1441
-34
1442
-2
1443
-10
1444
-147
1445
-73
1446
-2,137
1447
-6
1448
-280
1449
-207
1450
-9