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
551
$99.4K 0.01%
2,508
552
$98.2K 0.01%
2,000
553
$97.1K ﹤0.01%
3,454
-67
554
$97K ﹤0.01%
4,653
+527
555
$96.7K ﹤0.01%
333
-18
556
$96.4K ﹤0.01%
988
-20
557
$95.6K ﹤0.01%
31,329
-1,362
558
$95.3K ﹤0.01%
1,284
+640
559
$95.3K ﹤0.01%
1,864
+80
560
$95K ﹤0.01%
5,663
-1,817
561
$94.9K ﹤0.01%
1,182
562
$94.3K ﹤0.01%
3,081
-57,019
563
$93.6K ﹤0.01%
2,155
-95
564
$92.5K ﹤0.01%
1,427
565
$91.7K ﹤0.01%
2,646
-136
566
$91.6K ﹤0.01%
2,916
+2,616
567
$91.5K ﹤0.01%
1,676
+64
568
$91.4K ﹤0.01%
2,461
-41
569
$91.1K ﹤0.01%
2,562
570
$90.2K ﹤0.01%
5,705
-470
571
$90K ﹤0.01%
437
572
$89.4K ﹤0.01%
3,472
+310
573
$89.4K ﹤0.01%
1,760
574
$88.3K ﹤0.01%
6,252
-157
575
$87.2K ﹤0.01%
1,448
-30
21 22
23
24 25