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
801
$16K ﹤0.01%
97
802
$15.8K ﹤0.01%
142
-63
803
$15.7K ﹤0.01%
164
-140
804
$15.3K ﹤0.01%
210
+89
805
$15.1K ﹤0.01%
76
-2
806
$15K ﹤0.01%
150
-35
807
$14.6K ﹤0.01%
+236
808
$14.6K ﹤0.01%
324
-55
809
$14.5K ﹤0.01%
1,000
810
$14.4K ﹤0.01%
55
811
$14.3K ﹤0.01%
264
+136
812
$14.1K ﹤0.01%
36
813
$14K ﹤0.01%
+61
814
$14K ﹤0.01%
300
-29
815
$13.5K ﹤0.01%
520
-154
816
$13.4K ﹤0.01%
6
817
$13.3K ﹤0.01%
187
818
$13.1K ﹤0.01%
431
819
$12.9K ﹤0.01%
1,676
-735
820
$12.9K ﹤0.01%
82
-7
821
$12.7K ﹤0.01%
304
-70
822
$11.9K ﹤0.01%
29
-4
823
$11.9K ﹤0.01%
234
-23
824
$11.9K ﹤0.01%
201
+78
825
$11.9K ﹤0.01%
75
+20
31 32
33
34 35