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
201
$2.4M 0.08%
10,330
+253
202
$2.38M 0.07%
17,360
+244
203
$2.37M 0.07%
4,267
-80
204
$2.37M 0.07%
5,115
-108
205
$2.35M 0.07%
14,808
+9,890
206
$2.34M 0.07%
44,757
-2,178
207
$2.34M 0.07%
9,370
+3
208
$2.34M 0.07%
82,458
+24,957
209
$2.33M 0.07%
29,979
+4,724
210
$2.32M 0.07%
23,941
+7,268
211
$2.32M 0.07%
19,620
-614
212
$2.25M 0.07%
1,511
-76
213
$2.23M 0.07%
7,228
+29
214
$2.23M 0.07%
28,730
-9,130
215
$2.22M 0.07%
122,226
+2,213
216
$2.22M 0.07%
30,771
+1,312
217
$2.22M 0.07%
77,047
+10,833
218
$2.21M 0.07%
7,196
-189
219
$2.2M 0.07%
45,074
-1,370
220
$2.17M 0.07%
20,303
-1,865
221
$2.15M 0.07%
36,473
+10,847
222
$2.15M 0.07%
10,345
+6
223
$2.13M 0.07%
41,893
+2,358
224
$2.09M 0.07%
10,571
-577
225
$2.05M 0.06%
27,232
+4,401
7 8
9
10 11