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
451
$271K 0.01%
1,251
-333
452
$268K 0.01%
639
-28
453
$262K 0.01%
2,861
-57
454
$261K 0.01%
1,571
-37
455
$257K 0.01%
+5,948
456
$256K 0.01%
3,797
-45
457
$253K 0.01%
2,968
-120
458
$252K 0.01%
1,587
-136
459
$251K 0.01%
+2,977
460
$251K 0.01%
1,646
+26
461
$250K 0.01%
5,402
-44
462
$249K 0.01%
1,175
-156
463
$248K 0.01%
933
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464
$248K 0.01%
3,967
+3,518
465
$246K 0.01%
545
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466
$244K 0.01%
3,995
-16,896
467
$243K 0.01%
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468
$242K 0.01%
4,998
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469
$235K 0.01%
4,792
-637
470
$231K 0.01%
5,357
-294
471
$226K 0.01%
1,330
-571
472
$226K 0.01%
1,734
+158
473
$220K 0.01%
4,239
-2,846
474
$218K 0.01%
98
475
$217K 0.01%
996
17 18
19
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