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
426
$340K 0.02%
3,099
-4
427
$333K 0.02%
12,731
428
$333K 0.02%
15,692
-5,489
429
$333K 0.02%
1,633
-68
430
$333K 0.02%
3,221
+10
431
$330K 0.02%
5,976
+1,393
432
$318K 0.02%
4,370
-1,067
433
$311K 0.02%
2,614
-35
434
$311K 0.02%
3,986
-486
435
$311K 0.02%
62,934
-1,329
436
$311K 0.02%
4,264
-5,312
437
$308K 0.02%
35,134
438
$305K 0.02%
1,076
-821
439
$299K 0.02%
20,483
-674
440
$296K 0.02%
1,734
-54
441
$292K 0.01%
14,737
442
$286K 0.01%
6,268
-431
443
$284K 0.01%
11,530
+343
444
$280K 0.01%
5,810
-384
445
$279K 0.01%
5,482
-438
446
$279K 0.01%
3,680
-345
447
$275K 0.01%
3,769
+379
448
$274K 0.01%
2,408
+627
449
$271K 0.01%
7,223
-508
450
$271K 0.01%
69,208
-10,376
16 17
18
19 20