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
751
$25.3K ﹤0.01%
749
+120
752
$25.1K ﹤0.01%
22
+1
753
$24.9K ﹤0.01%
138
+11
754
$24.8K ﹤0.01%
609
-361
755
$24.6K ﹤0.01%
+738
756
$24.3K ﹤0.01%
+4,084
757
$23.9K ﹤0.01%
552
-45
758
$23.4K ﹤0.01%
375
+65
759
$23.3K ﹤0.01%
347
760
$23.2K ﹤0.01%
119
+32
761
$23.2K ﹤0.01%
696
+687
762
$22.9K ﹤0.01%
621
-7
763
$22.3K ﹤0.01%
548
-14
764
$22.3K ﹤0.01%
237
765
$22.3K ﹤0.01%
67
766
$22.1K ﹤0.01%
97
767
$21.8K ﹤0.01%
148
+34
768
$21.6K ﹤0.01%
64
-5
769
$21.5K ﹤0.01%
520
770
$21.5K ﹤0.01%
297
771
$21K ﹤0.01%
166
+11
772
$20.7K ﹤0.01%
452
-42
773
$20.2K ﹤0.01%
151
-8,127
774
$20K ﹤0.01%
3,500
-4,800
775
$20K ﹤0.01%
3,042
-20
29 30
31
32 33