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
976
$1.51K ﹤0.01%
191
-155
977
$1.5K ﹤0.01%
137
978
$1.48K ﹤0.01%
7
979
$1.48K ﹤0.01%
23
980
$1.46K ﹤0.01%
11
981
$1.44K ﹤0.01%
12
-8
982
$1.42K ﹤0.01%
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983
$1.41K ﹤0.01%
16
984
$1.39K ﹤0.01%
12
-8
985
$1.38K ﹤0.01%
203
986
$1.36K ﹤0.01%
9
+5
987
$1.34K ﹤0.01%
+28
988
$1.34K ﹤0.01%
22
989
$1.33K ﹤0.01%
39
-54
990
$1.3K ﹤0.01%
19
991
$1.27K ﹤0.01%
32
992
$1.25K ﹤0.01%
+90
993
$1.24K ﹤0.01%
39
994
$1.21K ﹤0.01%
29
995
$1.21K ﹤0.01%
172
-1,624
996
$1.21K ﹤0.01%
13
997
$1.21K ﹤0.01%
11
998
$1.19K ﹤0.01%
29
-38
999
$1.19K ﹤0.01%
68
1000
$1.17K ﹤0.01%
20
38 39
40
41 42