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
301
$996K 0.05%
4,545
-853
302
$994K 0.05%
21,613
-63,107
303
$982K 0.05%
1,685
-239
304
$976K 0.05%
10,477
+322
305
$974K 0.05%
19,487
+402
306
$972K 0.05%
25,100
-2,437
307
$948K 0.05%
5,326
-196
308
$926K 0.05%
5,483
-15,364
309
$925K 0.05%
10,450
+9,470
310
$906K 0.05%
11,964
+686
311
$904K 0.05%
7,845
+189
312
$898K 0.05%
21,830
-1,784
313
$857K 0.04%
13,452
-594
314
$854K 0.04%
17,768
+4,026
315
$853K 0.04%
9,311
-426
316
$843K 0.04%
1,931
-962
317
$824K 0.04%
4,239
+627
318
$822K 0.04%
8,252
-3,768
319
$820K 0.04%
7,457
+1,214
320
$796K 0.04%
25,076
-4,692
321
$796K 0.04%
25,619
+3,707
322
$792K 0.04%
10,526
-142
323
$791K 0.04%
5,315
+2,383
324
$781K 0.04%
2,963
+2,315
325
$778K 0.04%
5,520
+69
11 12
13
14 15