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
726
$31.3K ﹤0.01%
892
+757
727
$31.2K ﹤0.01%
918
+503
728
$31.2K ﹤0.01%
587
+25
729
$31K ﹤0.01%
+3,506
730
$30.3K ﹤0.01%
110
731
$29.7K ﹤0.01%
225
732
$29.7K ﹤0.01%
766
+47
733
$29.4K ﹤0.01%
260
734
$29.1K ﹤0.01%
335
+97
735
$29.1K ﹤0.01%
1,788
-461
736
$28.8K ﹤0.01%
619
+6
737
$28.8K ﹤0.01%
209
+29
738
$28.4K ﹤0.01%
107
739
$28.2K ﹤0.01%
477
-40
740
$28K ﹤0.01%
383
-57
741
$27.9K ﹤0.01%
1,497
-30
742
$27.8K ﹤0.01%
1,209
743
$26.8K ﹤0.01%
112
+24
744
$26.8K ﹤0.01%
+244
745
$26.6K ﹤0.01%
280
-6
746
$26.4K ﹤0.01%
221
+10
747
$26.4K ﹤0.01%
1,271
-610
748
$26.3K ﹤0.01%
2,038
749
$25.6K ﹤0.01%
491
-804
750
$25.3K ﹤0.01%
188
28 29
30
31 32