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
$1.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$6.96M
3
+$6.39M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.18M
5
XYZ
Block Inc
XYZ
+$3.99M

Top Sells

1
+$15.8M
2
+$13.8M
3
+$4.15M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.31M
5
GSK icon
GSK
GSK
+$2.9M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.71%
3 Financials 7.43%
4 Communication Services 5.4%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.1%
31,254
-1,990
227
$1.87M 0.09%
6,577
-311
228
$1.85M 0.09%
8,780
-483
229
$1.84M 0.09%
2,583
-17
230
$1.82M 0.09%
21,031
-617
231
$1.81M 0.09%
39,799
+419
232
$1.8M 0.09%
70,236
-2,835
233
$1.79M 0.09%
35,938
+20,356
234
$1.74M 0.09%
7,389
+2,550
235
$1.73M 0.09%
9,831
+166
236
$1.73M 0.09%
11,644
+756
237
$1.7M 0.09%
42,057
-1,778
238
$1.69M 0.09%
76,366
+3,340
239
$1.68M 0.09%
85,504
+51,038
240
$1.67M 0.08%
34,308
-538
241
$1.65M 0.08%
17,100
+16,848
242
$1.65M 0.08%
25,453
-5,300
243
$1.63M 0.08%
10,569
-875
244
$1.62M 0.08%
10,088
-1,865
245
$1.61M 0.08%
13,692
+466
246
$1.61M 0.08%
41,320
+3,410
247
$1.61M 0.08%
19,802
-2,430
248
$1.6M 0.08%
10,033
-66
249
$1.57M 0.08%
3,140
+239
250
$1.57M 0.08%
5,822
-999
8 9
10
11 12