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
76
$6.01M 0.3%
65,633
-18,296
77
$5.99M 0.3%
13,419
+901
78
$5.89M 0.3%
85,285
-4,593
79
$5.83M 0.3%
8,813
-164
80
$5.76M 0.29%
24,840
-1,070
81
$5.5M 0.28%
128,708
+1,252
82
$5.49M 0.28%
73,036
-2,910
83
$5.45M 0.28%
79,807
-13,541
84
$5.42M 0.27%
178,772
-18,073
85
$5.39M 0.27%
20,834
-3,404
86
$5.38M 0.27%
57,899
+13,122
87
$5.21M 0.26%
60,421
+12,143
88
$5.16M 0.26%
47,106
+10,150
89
$5.06M 0.26%
115,630
-5,270
90
$4.97M 0.25%
132,698
-26,681
91
$4.95M 0.25%
19,817
+624
92
$4.85M 0.25%
79,032
+9,228
93
$4.79M 0.24%
116,247
-40,249
94
$4.79M 0.24%
35,102
+981
95
$4.79M 0.24%
111,846
-8,014
96
$4.74M 0.24%
81,402
+15,499
97
$4.68M 0.24%
8,502
+379
98
$4.64M 0.24%
54,654
+8,305
99
$4.52M 0.23%
65,871
+2,464
100
$4.51M 0.23%
20,729
+18,330
2 3
4
5 6