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
526
$133K 0.01%
3,658
-9,609
527
$132K 0.01%
6,449
-2,729
528
$130K 0.01%
+85,285
529
$128K 0.01%
2,714
-87
530
$128K 0.01%
3,912
-6,272
531
$126K 0.01%
1,987
-24
532
$126K 0.01%
1,567
-33
533
$121K 0.01%
598
+56
534
$119K 0.01%
458
+62
535
$118K 0.01%
3,126
-85
536
$118K 0.01%
4,250
-52,150
537
$117K 0.01%
1,081
-7
538
$116K 0.01%
285
+13
539
$116K 0.01%
645
+48
540
$115K 0.01%
732
-27
541
$114K 0.01%
1,250
-23,979
542
$113K 0.01%
2,064
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543
$112K 0.01%
1,170
-21
544
$112K 0.01%
1,132
+248
545
$111K 0.01%
524
+12
546
$111K 0.01%
15,028
+1,073
547
$109K 0.01%
1,601
-33
548
$103K 0.01%
626
-24
549
$102K 0.01%
1,793
-145
550
$101K 0.01%
1,156
20 21
22
23 24