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
351
$625K 0.03%
17,030
+2,293
352
$618K 0.03%
4,741
-2,513
353
$616K 0.03%
6,789
+1,038
354
$602K 0.03%
10,665
355
$584K 0.03%
4,129
-18,669
356
$582K 0.03%
3,893
+965
357
$581K 0.03%
4,604
-875
358
$580K 0.03%
4,362
+867
359
$579K 0.03%
7,843
-863
360
$579K 0.03%
29,429
+5,232
361
$578K 0.03%
28,565
-4,685
362
$576K 0.03%
2,882
+2,225
363
$566K 0.03%
3,403
-264
364
$565K 0.03%
48,002
+2,865
365
$565K 0.03%
17,253
-739
366
$561K 0.03%
3,660
-1,029
367
$553K 0.03%
12,444
-21
368
$552K 0.03%
26,913
-2,851
369
$550K 0.03%
8,250
-6,758
370
$546K 0.03%
33,266
-611
371
$544K 0.03%
+36,985
372
$543K 0.03%
15,162
-1,891
373
$539K 0.03%
19,143
-2,167
374
$532K 0.03%
8,345
+3,195
375
$531K 0.03%
+4,724
13 14
15
16 17