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
776
$19.9K ﹤0.01%
172
-102
777
$19.7K ﹤0.01%
88
778
$19.7K ﹤0.01%
+676
779
$19.6K ﹤0.01%
2,283
-455
780
$19.5K ﹤0.01%
248
781
$19.4K ﹤0.01%
483
+105
782
$19.3K ﹤0.01%
192
783
$19.2K ﹤0.01%
513
-541
784
$19.1K ﹤0.01%
286
+4
785
$19.1K ﹤0.01%
119
-19
786
$19.1K ﹤0.01%
202
-6
787
$19.1K ﹤0.01%
210
-1,315
788
$18.6K ﹤0.01%
213
-6
789
$18.5K ﹤0.01%
417
-42
790
$18.4K ﹤0.01%
1,261
+90
791
$18.2K ﹤0.01%
774
-397
792
$17.7K ﹤0.01%
422
-62
793
$17.7K ﹤0.01%
1,145
+970
794
$17.7K ﹤0.01%
388
-4
795
$17.5K ﹤0.01%
+620
796
$17K ﹤0.01%
469
797
$16.9K ﹤0.01%
112
+97
798
$16.5K ﹤0.01%
1,099
-247
799
$16.3K ﹤0.01%
120
+13
800
$16.3K ﹤0.01%
4
30 31
32
33 34