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
576
$87.1K ﹤0.01%
894
-10
577
$87K ﹤0.01%
1,576
-2,022
578
$87K ﹤0.01%
3,343
+45
579
$84.9K ﹤0.01%
3,309
+207
580
$84K ﹤0.01%
2,237
+176
581
$83.8K ﹤0.01%
+1,482
582
$83.6K ﹤0.01%
964
+25
583
$82.8K ﹤0.01%
1,040
-784
584
$82K ﹤0.01%
928
-8
585
$81.3K ﹤0.01%
2,397
586
$80.7K ﹤0.01%
167
-39
587
$79.7K ﹤0.01%
571
-47
588
$79.6K ﹤0.01%
+650
589
$79.4K ﹤0.01%
344
-39
590
$78.9K ﹤0.01%
+671
591
$78.6K ﹤0.01%
+4,637
592
$76K ﹤0.01%
2,520
+15
593
$75.6K ﹤0.01%
11,332
+1,492
594
$75.3K ﹤0.01%
1,774
+254
595
$75.1K ﹤0.01%
1,327
-8,657
596
$74.9K ﹤0.01%
505
-349
597
$73.8K ﹤0.01%
119
-9
598
$73.8K ﹤0.01%
+496
599
$73.7K ﹤0.01%
2,047
+44
600
$73.2K ﹤0.01%
532
22 23
24
25 26