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
376
$527K 0.03%
9,735
+808
377
$521K 0.03%
4,244
-262
378
$520K 0.03%
38,052
-22,962
379
$518K 0.03%
11,682
-24,561
380
$514K 0.03%
1,980
-900
381
$513K 0.03%
3,368
+206
382
$510K 0.03%
+22,892
383
$509K 0.03%
1,824
-2,175
384
$504K 0.03%
8,422
-923
385
$477K 0.02%
20,810
+9,390
386
$477K 0.02%
7,488
+3,660
387
$476K 0.02%
4,142
-105
388
$474K 0.02%
17,206
-960
389
$473K 0.02%
21,665
-1,614
390
$468K 0.02%
2,689
-73
391
$467K 0.02%
+24,915
392
$461K 0.02%
13,084
+1,952
393
$458K 0.02%
12,416
+12,333
394
$456K 0.02%
10,477
+6,711
395
$449K 0.02%
3,959
+727
396
$445K 0.02%
4,752
+1,701
397
$442K 0.02%
15,188
-529
398
$438K 0.02%
14,851
-217
399
$431K 0.02%
1,582
-174
400
$419K 0.02%
1,984
+4
14 15
16
17 18