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
951
$2.33K ﹤0.01%
34
-24
952
$2.19K ﹤0.01%
18
+11
953
$2.18K ﹤0.01%
8
954
$2.18K ﹤0.01%
62
+28
955
$2.16K ﹤0.01%
74
-2
956
$2.11K ﹤0.01%
233
957
$2.06K ﹤0.01%
132
-236
958
$2.06K ﹤0.01%
57
-39
959
$1.93K ﹤0.01%
61
-66
960
$1.93K ﹤0.01%
43
-20
961
$1.93K ﹤0.01%
22
+4
962
$1.93K ﹤0.01%
+11
963
$1.92K ﹤0.01%
22
964
$1.9K ﹤0.01%
33
-29
965
$1.83K ﹤0.01%
49
-40
966
$1.82K ﹤0.01%
26
967
$1.77K ﹤0.01%
188
968
$1.77K ﹤0.01%
+36
969
$1.76K ﹤0.01%
24
970
$1.74K ﹤0.01%
+10
971
$1.67K ﹤0.01%
33
972
$1.64K ﹤0.01%
72
-24,940
973
$1.59K ﹤0.01%
37
-30
974
$1.56K ﹤0.01%
12
975
$1.54K ﹤0.01%
22
37 38
39
40 41