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
651
$53.9K ﹤0.01%
2,490
-255
652
$53.9K ﹤0.01%
541
+4
653
$53.3K ﹤0.01%
1,060
-11
654
$53.1K ﹤0.01%
910
+179
655
$53.1K ﹤0.01%
1,288
656
$53K ﹤0.01%
445
-1,846
657
$52.8K ﹤0.01%
400
+15
658
$51.1K ﹤0.01%
544
-14
659
$50.8K ﹤0.01%
694
+31
660
$50.6K ﹤0.01%
905
+9
661
$49.9K ﹤0.01%
671
-109
662
$49.7K ﹤0.01%
11,223
663
$48.1K ﹤0.01%
767
+38
664
$47.9K ﹤0.01%
909
-5
665
$47.2K ﹤0.01%
+2,302
666
$47.1K ﹤0.01%
6,733
+4,568
667
$46.9K ﹤0.01%
+210
668
$46.7K ﹤0.01%
353
+84
669
$46.7K ﹤0.01%
+12,592
670
$46.6K ﹤0.01%
1,042
-451
671
$46.1K ﹤0.01%
218
-1
672
$46K ﹤0.01%
1,093
-50
673
$45.7K ﹤0.01%
2,083
-486
674
$45.4K ﹤0.01%
446
+105
675
$44.9K ﹤0.01%
864
-62
25 26
27
28 29