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
26
$13.6M 0.69%
106,815
-7,267
27
$13.1M 0.66%
222,966
-10,600
28
$12.7M 0.65%
107,876
+54,059
29
$12.7M 0.65%
118,787
-2,785
30
$12M 0.61%
23,928
+596
31
$11.6M 0.59%
314,817
-60,213
32
$11.4M 0.58%
145,470
-6,540
33
$11.2M 0.57%
127,880
-8,040
34
$11.2M 0.57%
31,621
-942
35
$11.1M 0.56%
83,343
+8,848
36
$11M 0.56%
124,329
+11,010
37
$10.7M 0.54%
238,021
-15,474
38
$10.6M 0.54%
48,548
-10,090
39
$10.5M 0.53%
228,785
-20,640
40
$10M 0.51%
21,570
-523
41
$9.74M 0.49%
117,700
-2,522
42
$9.67M 0.49%
75,540
-980
43
$9.45M 0.48%
26,954
-1,838
44
$9.06M 0.46%
46,567
-1,671
45
$8.98M 0.46%
45,594
-2,431
46
$8.71M 0.44%
295,451
-83,656
47
$8.69M 0.44%
24,346
-832
48
$8.58M 0.44%
75,105
-8,989
49
$8.45M 0.43%
56,967
-1,034
50
$8.37M 0.42%
71,483
-1,045
1
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