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
1076
$583 ﹤0.01%
6
1077
$581 ﹤0.01%
7
1078
$580 ﹤0.01%
33
1079
$570 ﹤0.01%
8
1080
$560 ﹤0.01%
28
1081
$557 ﹤0.01%
7
1082
$551 ﹤0.01%
3
1083
$524 ﹤0.01%
62
1084
$495 ﹤0.01%
5
1085
$487 ﹤0.01%
5
1086
$480 ﹤0.01%
16
-55
1087
$477 ﹤0.01%
11
1088
$473 ﹤0.01%
5
1089
$467 ﹤0.01%
7
1090
$458 ﹤0.01%
18
1091
$454 ﹤0.01%
10
1092
$452 ﹤0.01%
46
1093
$449 ﹤0.01%
36
1094
$448 ﹤0.01%
9
1095
$448 ﹤0.01%
84
1096
$436 ﹤0.01%
13
1097
$434 ﹤0.01%
37
1098
$428 ﹤0.01%
11
1099
$423 ﹤0.01%
6
1100
$413 ﹤0.01%
8
42 43
44
45 46