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
276
$1.26M 0.06%
20,097
+21
277
$1.26M 0.06%
12,767
-2,039
278
$1.24M 0.06%
3,381
-296
279
$1.23M 0.06%
5,488
-74
280
$1.21M 0.06%
8,484
-667
281
$1.2M 0.06%
79,080
+6,724
282
$1.19M 0.06%
12,636
-565
283
$1.19M 0.06%
4,344
+62
284
$1.18M 0.06%
23,718
+967
285
$1.16M 0.06%
6,110
-20
286
$1.14M 0.06%
+17,003
287
$1.12M 0.06%
23,572
-8,251
288
$1.12M 0.06%
20,960
-7,236
289
$1.12M 0.06%
18,633
-1,103
290
$1.09M 0.06%
16,539
+328
291
$1.07M 0.05%
24,652
+4,082
292
$1.07M 0.05%
11,681
+1,460
293
$1.06M 0.05%
4,345
-1,266
294
$1.06M 0.05%
27,972
+3,069
295
$1.04M 0.05%
8,042
-2,641
296
$1.03M 0.05%
10,563
-921
297
$1.02M 0.05%
11,259
+1,751
298
$1.01M 0.05%
5,572
-689
299
$1,000K 0.05%
27,953
-1,406
300
$998K 0.05%
14,265
-15,041
10 11
12
13 14