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
1126
$281 ﹤0.01%
5
1127
$276 ﹤0.01%
6
1128
$274 ﹤0.01%
2
1129
$271 ﹤0.01%
+75
1130
$255 ﹤0.01%
8
1131
$251 ﹤0.01%
5
1132
$246 ﹤0.01%
5
1133
$241 ﹤0.01%
12
1134
$238 ﹤0.01%
9
1135
$236 ﹤0.01%
10
1136
$227 ﹤0.01%
13
1137
$225 ﹤0.01%
4
1138
$218 ﹤0.01%
21
1139
$201 ﹤0.01%
7
1140
$194 ﹤0.01%
13
1141
$136 ﹤0.01%
1
1142
$61 ﹤0.01%
1
1143
– –
-26
1144
– –
-48
1145
– –
-26
1146
– –
-11
1147
– –
-58
1148
– –
-37
1149
– –
-13
1150
– –
-13
43 44 45
46
47