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
676
$44.7K ﹤0.01%
7,662
+767
677
$44.6K ﹤0.01%
1,784
+542
678
$44.4K ﹤0.01%
91
679
$44.1K ﹤0.01%
464
+6
680
$43.8K ﹤0.01%
779
681
$43.7K ﹤0.01%
122
+11
682
$43.1K ﹤0.01%
241
-8,468
683
$42.6K ﹤0.01%
2,252
-377
684
$42.5K ﹤0.01%
311
+39
685
$41K ﹤0.01%
513
+72
686
$40.8K ﹤0.01%
+1,454
687
$40.3K ﹤0.01%
571
-17
688
$39.7K ﹤0.01%
709
+95
689
$39.7K ﹤0.01%
3,122
690
$39.2K ﹤0.01%
1,710
-94
691
$39.2K ﹤0.01%
1,725
692
$39.1K ﹤0.01%
158
-6
693
$38.8K ﹤0.01%
3,270
+528
694
$38.7K ﹤0.01%
293
+50
695
$37.9K ﹤0.01%
751
-14
696
$37.8K ﹤0.01%
215
-9
697
$37.4K ﹤0.01%
1,260
+25
698
$37K ﹤0.01%
2,257
-819
699
$36.9K ﹤0.01%
593
700
$36.7K ﹤0.01%
1,222
+34
26 27
28
29 30