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
926
$2.98K ﹤0.01%
115
+102
927
$2.97K ﹤0.01%
249
928
$2.94K ﹤0.01%
130
+28
929
$2.91K ﹤0.01%
18
930
$2.89K ﹤0.01%
124
-314
931
$2.81K ﹤0.01%
18
-10
932
$2.75K ﹤0.01%
12
933
$2.74K ﹤0.01%
59
+25
934
$2.71K ﹤0.01%
113
-92
935
$2.7K ﹤0.01%
83
-21
936
$2.69K ﹤0.01%
+34
937
$2.68K ﹤0.01%
130
938
$2.67K ﹤0.01%
90
-7
939
$2.59K ﹤0.01%
+19
940
$2.53K ﹤0.01%
170
941
$2.49K ﹤0.01%
59
942
$2.46K ﹤0.01%
17
943
$2.46K ﹤0.01%
37
-31
944
$2.44K ﹤0.01%
12
945
$2.42K ﹤0.01%
141
+107
946
$2.42K ﹤0.01%
21
-9
947
$2.4K ﹤0.01%
40
-92
948
$2.39K ﹤0.01%
67
-120
949
$2.37K ﹤0.01%
56
950
$2.34K ﹤0.01%
27
+12
36 37
38
39 40