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
126
$3.82M 0.12%
36,309
+2,687
127
$3.78M 0.12%
4,807
+125
128
$3.75M 0.12%
196,461
-17,251
129
$3.7M 0.12%
13,731
-2,897
130
$3.7M 0.12%
8,660
-502
131
$3.67M 0.12%
38,404
+2,191
132
$3.67M 0.12%
31,871
+279
133
$3.65M 0.12%
45,041
+2,186
134
$3.65M 0.11%
14,670
-1,440
135
$3.63M 0.11%
102,178
+5,881
136
$3.63M 0.11%
6,558
+167
137
$3.58M 0.11%
30,235
-6,119
138
$3.57M 0.11%
52,012
-909
139
$3.46M 0.11%
59,063
-581
140
$3.46M 0.11%
63,687
+971
141
$3.45M 0.11%
32,392
-14,642
142
$3.44M 0.11%
26,761
-1,882
143
$3.42M 0.11%
23,405
-2,767
144
$3.4M 0.11%
121,405
+8,060
145
$3.32M 0.1%
14,696
-2,607
146
$3.23M 0.1%
10,303
-536
147
$3.17M 0.1%
5,933
-133
148
$3.11M 0.1%
236,200
+14,259
149
$3.1M 0.1%
17,932
+1,487
150
$3.1M 0.1%
21,972
+510
4 5
6
7 8