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
151
$3.09M 0.1%
29,536
+2,879
152
$3.06M 0.1%
39,471
-4,760
153
$3.04M 0.1%
73,305
+9,288
154
$3.04M 0.1%
10,886
-3,291
155
$3.03M 0.1%
61,472
+518
156
$3.01M 0.09%
77,350
+3,335
157
$3M 0.09%
6,688
-2,909
158
$2.99M 0.09%
68,415
-26,153
159
$2.99M 0.09%
12,924
-3,598
160
$2.98M 0.09%
50,908
+2,808
161
$2.97M 0.09%
32,339
+25,123
162
$2.94M 0.09%
19,796
-556
163
$2.91M 0.09%
6,442
+1,505
164
$2.91M 0.09%
89,881
+4,102
165
$2.91M 0.09%
22,113
-6,547
166
$2.88M 0.09%
93,081
+4,019
167
$2.87M 0.09%
134,232
+5,115
168
$2.87M 0.09%
31,415
+1,091
169
$2.86M 0.09%
32,510
+2,104
170
$2.85M 0.09%
13,344
+3,136
171
$2.84M 0.09%
53,022
+8,224
172
$2.83M 0.09%
53,034
+27,943
173
$2.82M 0.09%
16,237
+6,984
174
$2.81M 0.09%
97,068
-3,258
175
$2.81M 0.09%
53,252
+18,509
5 6
7
8 9