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
701
$36.3K ﹤0.01%
1,047
+19
702
$36.2K ﹤0.01%
226
+13
703
$36.2K ﹤0.01%
203
+35
704
$36.2K ﹤0.01%
308
705
$35.9K ﹤0.01%
1,140
-6
706
$35.4K ﹤0.01%
759
+149
707
$35.3K ﹤0.01%
1,266
-83
708
$35.2K ﹤0.01%
666
-43
709
$34.8K ﹤0.01%
1,263
-292
710
$34.8K ﹤0.01%
1,688
+438
711
$34.7K ﹤0.01%
2,200
+1,316
712
$34.2K ﹤0.01%
1,343
+175
713
$34.1K ﹤0.01%
471
-26
714
$33.9K ﹤0.01%
701
-73
715
$33.5K ﹤0.01%
675
-127
716
$33.2K ﹤0.01%
318
717
$33K ﹤0.01%
139
-36
718
$32.6K ﹤0.01%
773
-4
719
$32.6K ﹤0.01%
1,384
-153
720
$32.5K ﹤0.01%
815
+212
721
$32.2K ﹤0.01%
467
-26
722
$32.1K ﹤0.01%
12,586
-3,898
723
$32.1K ﹤0.01%
308
-47
724
$31.9K ﹤0.01%
275
-5
725
$31.5K ﹤0.01%
271
27 28
29
30 31