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
251
$1.54M 0.08%
17,389
-1,656
252
$1.53M 0.08%
25,029
-543
253
$1.52M 0.08%
8,351
+29
254
$1.51M 0.08%
49,198
+14,385
255
$1.51M 0.08%
5,325
+280
256
$1.5M 0.08%
8,676
+763
257
$1.49M 0.08%
1,261
+129
258
$1.48M 0.08%
36,007
-2,382
259
$1.48M 0.08%
6,927
+3,595
260
$1.46M 0.07%
13,393
-1,375
261
$1.46M 0.07%
17,054
+8,671
262
$1.46M 0.07%
6,728
-31
263
$1.44M 0.07%
8,269
-222
264
$1.44M 0.07%
2,813
+259
265
$1.42M 0.07%
47,002
-496
266
$1.41M 0.07%
11,677
-196
267
$1.4M 0.07%
28,169
-525
268
$1.39M 0.07%
9,166
+5,383
269
$1.38M 0.07%
14,768
+3,291
270
$1.37M 0.07%
17,448
-564
271
$1.36M 0.07%
32,742
+7,318
272
$1.33M 0.07%
6,504
+459
273
$1.3M 0.07%
14,442
+791
274
$1.3M 0.07%
41,578
-9,254
275
$1.27M 0.06%
7,839
-572
9 10
11
12 13