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
851
$9.4K ﹤0.01%
128
852
$9.4K ﹤0.01%
+27
853
$9.37K ﹤0.01%
80
854
$9.3K ﹤0.01%
28
855
$8.62K ﹤0.01%
49
856
$8.4K ﹤0.01%
115
857
$8.22K ﹤0.01%
365
-152
858
$7.82K ﹤0.01%
84
+46
859
$7.76K ﹤0.01%
84
-208
860
$7.16K ﹤0.01%
42
861
$7.14K ﹤0.01%
308
-159
862
$7.12K ﹤0.01%
270
-85
863
$6.96K ﹤0.01%
7
+3
864
$6.86K ﹤0.01%
532
-155
865
$6.81K ﹤0.01%
68
866
$6.72K ﹤0.01%
378
-4
867
$6.71K ﹤0.01%
+127
868
$6.64K ﹤0.01%
+70
869
$6.63K ﹤0.01%
260
-212
870
$6.59K ﹤0.01%
62
871
$6.58K ﹤0.01%
366
872
$6.47K ﹤0.01%
79
-7
873
$6.46K ﹤0.01%
3,294
874
$6.42K ﹤0.01%
216
-158
875
$6.4K ﹤0.01%
215
-20
33 34
35
36 37