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
326
$774K 0.04%
6,618
-2,919
327
$772K 0.04%
+3,877
328
$768K 0.04%
35,483
-4,511
329
$766K 0.04%
3,305
-118
330
$760K 0.04%
7,616
-5,002
331
$759K 0.04%
6,477
+350
332
$748K 0.04%
13,889
+654
333
$731K 0.04%
4,296
+227
334
$721K 0.04%
4,574
-5,404
335
$721K 0.04%
3,080
-9
336
$711K 0.04%
7,239
+1,559
337
$709K 0.04%
1,729
+1,173
338
$706K 0.04%
2,639
+687
339
$687K 0.03%
3,034
-85
340
$685K 0.03%
10,598
-1,002
341
$681K 0.03%
33,977
-4,506
342
$678K 0.03%
+14,849
343
$670K 0.03%
9,924
-195
344
$666K 0.03%
2,656
+33
345
$657K 0.03%
23,011
+5,737
346
$653K 0.03%
2,876
-306
347
$647K 0.03%
3,782
+588
348
$647K 0.03%
8,895
-290
349
$647K 0.03%
3,621
+1,979
350
$630K 0.03%
3,921
+1,532
12 13
14
15 16