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
901
$4.36K ﹤0.01%
11
902
$4.33K ﹤0.01%
56
903
$4.29K ﹤0.01%
33
-45
904
$4.21K ﹤0.01%
170
905
$4.17K ﹤0.01%
+180
906
$4.01K ﹤0.01%
253
-54
907
$3.79K ﹤0.01%
117
-63
908
$3.73K ﹤0.01%
36
+22
909
$3.7K ﹤0.01%
329
-23
910
$3.57K ﹤0.01%
47
-44
911
$3.5K ﹤0.01%
169
912
$3.46K ﹤0.01%
199
-56
913
$3.45K ﹤0.01%
18
914
$3.44K ﹤0.01%
93
915
$3.44K ﹤0.01%
84
916
$3.26K ﹤0.01%
43
-3
917
$3.25K ﹤0.01%
32
-20
918
$3.25K ﹤0.01%
86
-65
919
$3.13K ﹤0.01%
156
920
$3.1K ﹤0.01%
26
921
$3.08K ﹤0.01%
37
922
$3.08K ﹤0.01%
88
-105
923
$3.05K ﹤0.01%
12
924
$3.04K ﹤0.01%
154
925
$2.99K ﹤0.01%
39
-13
35 36
37
38 39