TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$196M 6.18%
360,509
-10,902
2
$181M 5.7%
2,828,695
+360,210
3
$131M 4.12%
2,883,266
+466,675
4
$118M 3.71%
1,622,902
+200,051
5
$110M 3.46%
4,863,834
+311,153
6
$90.6M 2.85%
1,109,202
+30,196
7
$76.4M 2.4%
418,383
+24,464
8
$59.8M 1.88%
109,231
+6,235
9
$59.5M 1.87%
1,025,736
+101,895
10
$53.7M 1.69%
119,782
-5,532
11
$53.3M 1.68%
690,127
+8,778
12
$48.4M 1.52%
132,825
+4,687
13
$48M 1.51%
284,418
+29,831
14
$41.7M 1.31%
361,324
+47,940
15
$41.5M 1.31%
720,456
+99,740
16
$40.6M 1.28%
121,612
+12,972
17
$40M 1.26%
83,456
+624
18
$38.4M 1.21%
76,770
+351
19
$36.7M 1.16%
716,337
+57,078
20
$34.5M 1.09%
645,325
-16,343
21
$33M 1.04%
267,143
-23,927
22
$32M 1.01%
311,180
+39,334
23
$31.6M 1%
403,783
+25,143
24
$30.1M 0.95%
80,471
+198
25
$30M 0.95%
187,125
+11,243
1
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