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
876
$6.38K ﹤0.01%
67
877
$6.22K ﹤0.01%
263
878
$6.08K ﹤0.01%
+33
879
$5.82K ﹤0.01%
103
+19
880
$5.8K ﹤0.01%
+124
881
$5.66K ﹤0.01%
845
882
$5.64K ﹤0.01%
36
-13
883
$5.64K ﹤0.01%
259
-286
884
$5.47K ﹤0.01%
36
+30
885
$5.44K ﹤0.01%
+70
886
$5.39K ﹤0.01%
142
-1,009
887
$5.25K ﹤0.01%
34
888
$5.22K ﹤0.01%
653
889
$5.2K ﹤0.01%
70
-33
890
$5.08K ﹤0.01%
53
891
$4.98K ﹤0.01%
+68
892
$4.96K ﹤0.01%
131
893
$4.95K ﹤0.01%
73
894
$4.92K ﹤0.01%
63
-6
895
$4.88K ﹤0.01%
56
-17
896
$4.68K ﹤0.01%
118
-2,145
897
$4.58K ﹤0.01%
88
898
$4.58K ﹤0.01%
424
899
$4.48K ﹤0.01%
251
900
$4.41K ﹤0.01%
14
-9
34 35
36
37 38