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
1026
$918 ﹤0.01%
46
1027
$911 ﹤0.01%
15
1028
$872 ﹤0.01%
14
1029
$868 ﹤0.01%
+29
1030
$860 ﹤0.01%
7
1031
$857 ﹤0.01%
17
1032
$847 ﹤0.01%
21
1033
$835 ﹤0.01%
10
1034
$826 ﹤0.01%
19
-22
1035
$805 ﹤0.01%
67
1036
$800 ﹤0.01%
1
-43
1037
$796 ﹤0.01%
73
1038
$793 ﹤0.01%
71
1039
$789 ﹤0.01%
86
-8
1040
$779 ﹤0.01%
1
-1
1041
$775 ﹤0.01%
3
1042
$771 ﹤0.01%
45
1043
$765 ﹤0.01%
33
1044
$763 ﹤0.01%
21
+13
1045
$760 ﹤0.01%
201
1046
$760 ﹤0.01%
32
1047
$752 ﹤0.01%
5
-13
1048
$750 ﹤0.01%
6
1049
$750 ﹤0.01%
+47
1050
$749 ﹤0.01%
27
40 41
42
43 44