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
826
$11.6K ﹤0.01%
910
827
$11.4K ﹤0.01%
20
828
$11.1K ﹤0.01%
103
+5
829
$11.1K ﹤0.01%
127
-39
830
$11K ﹤0.01%
+1,306
831
$10.9K ﹤0.01%
262
+255
832
$10.8K ﹤0.01%
386
-12,976
833
$10.8K ﹤0.01%
4,051
-1,273
834
$10.7K ﹤0.01%
1,333
+491
835
$10.7K ﹤0.01%
+198
836
$10.5K ﹤0.01%
31
+7
837
$10.2K ﹤0.01%
90
-47
838
$10.1K ﹤0.01%
6
839
$10K ﹤0.01%
169
-457
840
$9.99K ﹤0.01%
728
-282
841
$9.99K ﹤0.01%
495
-226
842
$9.99K ﹤0.01%
346
-163
843
$9.97K ﹤0.01%
39
844
$9.94K ﹤0.01%
386
845
$9.86K ﹤0.01%
105
+10
846
$9.85K ﹤0.01%
26
847
$9.76K ﹤0.01%
34
+1
848
$9.71K ﹤0.01%
+717
849
$9.63K ﹤0.01%
115
+87
850
$9.56K ﹤0.01%
+811
32 33
34
35 36