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
626
$62K ﹤0.01%
1,280
-136
627
$61.5K ﹤0.01%
1,250
628
$61.5K ﹤0.01%
660
+75
629
$61.1K ﹤0.01%
1,278
-228
630
$60.9K ﹤0.01%
153
-3
631
$60.9K ﹤0.01%
397
+46
632
$60.9K ﹤0.01%
1,011
-1,380
633
$60.8K ﹤0.01%
1,136
-168
634
$60.6K ﹤0.01%
1,578
+401
635
$60.1K ﹤0.01%
1,014
+102
636
$59.3K ﹤0.01%
6,748
+201
637
$58.8K ﹤0.01%
+938
638
$58.6K ﹤0.01%
839
639
$58.1K ﹤0.01%
1,010
-69
640
$57.5K ﹤0.01%
3,584
641
$57.5K ﹤0.01%
2,013
-127
642
$57.1K ﹤0.01%
1,263
+808
643
$56.9K ﹤0.01%
263
644
$56.9K ﹤0.01%
1,208
-77
645
$56.7K ﹤0.01%
856
-13
646
$56.2K ﹤0.01%
753
-41
647
$55.7K ﹤0.01%
951
+558
648
$55.4K ﹤0.01%
859
+44
649
$55K ﹤0.01%
55
-8
650
$54.5K ﹤0.01%
1,940
-55
24 25
26
27 28