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
1101
$402 ﹤0.01%
7
1102
$384 ﹤0.01%
5
1103
$382 ﹤0.01%
17
1104
$381 ﹤0.01%
4
1105
$373 ﹤0.01%
10
1106
$369 ﹤0.01%
6
1107
$367 ﹤0.01%
38
1108
$357 ﹤0.01%
2
1109
$354 ﹤0.01%
10
-82
1110
$351 ﹤0.01%
3
1111
$338 ﹤0.01%
6
-13
1112
$338 ﹤0.01%
15
1113
$327 ﹤0.01%
12
-89
1114
$321 ﹤0.01%
8
1115
$316 ﹤0.01%
4
1116
$312 ﹤0.01%
8
1117
$310 ﹤0.01%
5
1118
$309 ﹤0.01%
3
1119
$309 ﹤0.01%
5
1120
$298 ﹤0.01%
7
1121
$295 ﹤0.01%
3
1122
$291 ﹤0.01%
3
1123
$288 ﹤0.01%
17
1124
$287 ﹤0.01%
11
1125
$282 ﹤0.01%
16
43 44
45
46 47