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
1051
$747 ﹤0.01%
65
1052
$734 ﹤0.01%
9
1053
$731 ﹤0.01%
14
1054
$711 ﹤0.01%
+1
1055
$706 ﹤0.01%
71
-315
1056
$705 ﹤0.01%
28
1057
$680 ﹤0.01%
5
1058
$676 ﹤0.01%
35
1059
$673 ﹤0.01%
6
1060
$672 ﹤0.01%
7
1061
$670 ﹤0.01%
10
1062
$668 ﹤0.01%
36
1063
$654 ﹤0.01%
15
1064
$641 ﹤0.01%
53
1065
$639 ﹤0.01%
13
1066
$638 ﹤0.01%
3
1067
$632 ﹤0.01%
7
1068
$630 ﹤0.01%
6
1069
$627 ﹤0.01%
34
1070
$609 ﹤0.01%
14
1071
$609 ﹤0.01%
34
1072
$607 ﹤0.01%
86
1073
$592 ﹤0.01%
27
1074
$591 ﹤0.01%
150
1075
$586 ﹤0.01%
9
41 42
43
44 45