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
601
$71.8K ﹤0.01%
8,520
-1,669
602
$71.7K ﹤0.01%
1,305
+8
603
$71.4K ﹤0.01%
618
-29
604
$71.1K ﹤0.01%
677
-14
605
$71K ﹤0.01%
2,889
-92
606
$71K ﹤0.01%
290
-113
607
$70.9K ﹤0.01%
740
+545
608
$70.8K ﹤0.01%
650
+55
609
$69.6K ﹤0.01%
1,287
-3
610
$68.6K ﹤0.01%
330
-1
611
$68K ﹤0.01%
241
612
$67.8K ﹤0.01%
1,025
-38
613
$67.3K ﹤0.01%
931
+278
614
$66.9K ﹤0.01%
1,740
+635
615
$66.5K ﹤0.01%
3,840
-942
616
$65.8K ﹤0.01%
2,800
-51
617
$65.7K ﹤0.01%
1,763
+23
618
$65.1K ﹤0.01%
454
+135
619
$64.6K ﹤0.01%
936
-30
620
$63.7K ﹤0.01%
802
-45
621
$63K ﹤0.01%
495
-834
622
$62.6K ﹤0.01%
1,867
+150
623
$62.6K ﹤0.01%
1,955
624
$62.4K ﹤0.01%
+7,040
625
$62K ﹤0.01%
1,185
+4
23 24
25
26 27