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
176
$2.78M 0.09%
97,169
+2,158
177
$2.78M 0.09%
21,262
-2,273
178
$2.74M 0.09%
10,499
+268
179
$2.72M 0.09%
3,198
+67
180
$2.67M 0.08%
34,904
+4,766
181
$2.66M 0.08%
109,118
+20,102
182
$2.66M 0.08%
31,720
-210
183
$2.65M 0.08%
10,938
-434
184
$2.65M 0.08%
53,521
+2,880
185
$2.62M 0.08%
19,163
+750
186
$2.62M 0.08%
68,570
+1,438
187
$2.61M 0.08%
60,318
+5,069
188
$2.56M 0.08%
38,000
+6,000
189
$2.56M 0.08%
8,166
-1,061
190
$2.53M 0.08%
43,452
+884
191
$2.53M 0.08%
12,225
-24
192
$2.51M 0.08%
51,192
-5,512
193
$2.48M 0.08%
21,835
+118
194
$2.47M 0.08%
19,022
+529
195
$2.46M 0.08%
28,200
+597
196
$2.46M 0.08%
82,778
+16,478
197
$2.42M 0.08%
63,919
+1,358
198
$2.42M 0.08%
78,912
-3,980
199
$2.42M 0.08%
38,105
-7,022
200
$2.4M 0.08%
11,009
-482
6 7
8
9 10