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
476
$216K 0.01%
+4,006
477
$215K 0.01%
18,128
+7,718
478
$210K 0.01%
8,588
+14
479
$207K 0.01%
28,215
-726
480
$200K 0.01%
4,391
+4,386
481
$197K 0.01%
368
-171
482
$196K 0.01%
2,837
-2,339
483
$195K 0.01%
63,829
-5,117
484
$194K 0.01%
6,420
+237
485
$192K 0.01%
3,840
-543
486
$190K 0.01%
1,841
487
$189K 0.01%
2,199
-9
488
$186K 0.01%
516
-4,908
489
$183K 0.01%
672
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490
$182K 0.01%
4,145
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491
$180K 0.01%
1,908
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492
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493
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3,834
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494
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6,363
495
$178K 0.01%
5,088
-3,782
496
$176K 0.01%
3,012
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497
$175K 0.01%
3,286
-9
498
$174K 0.01%
3,462
+273
499
$173K 0.01%
988
-269
500
$167K 0.01%
4,671
-530
18 19
20
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