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
51
$8.27M 0.42%
52,542
-4,741
52
$8.24M 0.42%
156,972
+5,458
53
$7.76M 0.39%
84,410
-35,983
54
$7.69M 0.39%
43,118
-486
55
$7.52M 0.38%
19,803
-672
56
$7.47M 0.38%
149,931
+5,592
57
$7.33M 0.37%
51,017
-1,670
58
$7.32M 0.37%
31,243
+111
59
$7.24M 0.37%
23,086
+5,461
60
$7.23M 0.37%
232,000
+21,104
61
$7.01M 0.36%
127,778
-28,237
62
$6.99M 0.35%
50,205
-3,052
63
$6.81M 0.35%
78,045
+17,472
64
$6.79M 0.34%
80,345
-6,341
65
$6.72M 0.34%
128,190
+38,077
66
$6.66M 0.34%
9,234
-336
67
$6.58M 0.33%
302,898
-118,227
68
$6.52M 0.33%
31,412
+2,704
69
$6.51M 0.33%
24,521
-129
70
$6.5M 0.33%
138,535
-14,879
71
$6.5M 0.33%
135,255
+39,072
72
$6.41M 0.33%
53,315
-6,877
73
$6.12M 0.31%
129,580
+33,790
74
$6.1M 0.31%
100,979
+26,642
75
$6.05M 0.31%
463,280
-90,600
1 2
3
4 5