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
401
$419K 0.02%
3,849
-1,960
402
$419K 0.02%
1,800
+94
403
$413K 0.02%
1,097
-10
404
$404K 0.02%
35,933
+35,883
405
$396K 0.02%
7,136
+268
406
$396K 0.02%
7,676
-31
407
$394K 0.02%
2,994
+790
408
$391K 0.02%
2,462
-14
409
$391K 0.02%
5,426
-865
410
$388K 0.02%
84,908
+2,297
411
$385K 0.02%
3,660
+2,685
412
$376K 0.02%
1,143
-23
413
$375K 0.02%
20,588
-958
414
$375K 0.02%
2,580
+90
415
$373K 0.02%
25,077
-1,156
416
$371K 0.02%
10,260
+140
417
$366K 0.02%
+31,040
418
$361K 0.02%
2,360
-4
419
$359K 0.02%
+11,511
420
$353K 0.02%
8,424
+1,766
421
$350K 0.02%
8,280
-1,298
422
$350K 0.02%
5,881
-164
423
$348K 0.02%
11,564
+8,418
424
$344K 0.02%
2,275
-5
425
$343K 0.02%
4,185
+975
15 16
17
18 19