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
1001
$1.15K ﹤0.01%
19
-47
1002
$1.14K ﹤0.01%
120
1003
$1.13K ﹤0.01%
84
1004
$1.11K ﹤0.01%
20
1005
$1.11K ﹤0.01%
123
1006
$1.1K ﹤0.01%
6
1007
$1.1K ﹤0.01%
31
1008
$1.1K ﹤0.01%
28
1009
$1.1K ﹤0.01%
6
1010
$1.09K ﹤0.01%
56
1011
$1.08K ﹤0.01%
25
1012
$1.07K ﹤0.01%
27
1013
$1.06K ﹤0.01%
62
+17
1014
$1.06K ﹤0.01%
18
1015
$1.03K ﹤0.01%
62
1016
$1.02K ﹤0.01%
24
1017
$1K ﹤0.01%
22
-29
1018
$1K ﹤0.01%
4
1019
$996 ﹤0.01%
43
-212
1020
$984 ﹤0.01%
193
1021
$970 ﹤0.01%
42
1022
$964 ﹤0.01%
34
1023
$959 ﹤0.01%
19
-7
1024
$957 ﹤0.01%
75
-91
1025
$945 ﹤0.01%
179
-3,792
39 40
41
42 43