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
501
$167K 0.01%
2,500
-404
502
$166K 0.01%
1,248
503
$166K 0.01%
1,080
-353
504
$164K 0.01%
1,261
-46
505
$163K 0.01%
+928
506
$162K 0.01%
855
-76
507
$161K 0.01%
5,324
-161
508
$159K 0.01%
1,315
+51
509
$157K 0.01%
1,189
-133
510
$156K 0.01%
1,006
-28
511
$155K 0.01%
1,948
-28
512
$154K 0.01%
13,970
-7,250
513
$154K 0.01%
524
514
$153K 0.01%
3,756
-54
515
$150K 0.01%
+2,909
516
$150K 0.01%
14,466
517
$150K 0.01%
8,587
+869
518
$149K 0.01%
1,801
+310
519
$146K 0.01%
23,735
-5,303
520
$146K 0.01%
2,970
-120
521
$145K 0.01%
1,630
522
$144K 0.01%
12,085
+6,416
523
$142K 0.01%
1,101
+516
524
$137K 0.01%
1,492
525
$133K 0.01%
2,009
19 20
21
22 23