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
101
$4.39M 0.22%
87,636
-678
102
$4.38M 0.22%
20,676
+6,740
103
$4.38M 0.22%
91,349
-9,476
104
$4.34M 0.22%
25,784
-24,646
105
$4.34M 0.22%
39,397
+6,396
106
$4.33M 0.22%
19,308
-57
107
$4.33M 0.22%
33,928
+3,156
108
$4.33M 0.22%
20,171
+478
109
$4.32M 0.22%
51,856
+21,715
110
$4.32M 0.22%
57,401
-8,763
111
$4.31M 0.22%
50,432
+11,919
112
$4.23M 0.21%
76,206
-157
113
$4.17M 0.21%
13,658
+4,990
114
$4.16M 0.21%
252,165
+35,052
115
$4.05M 0.21%
20,324
+2,196
116
$4.03M 0.2%
98,371
-8,152
117
$3.97M 0.2%
32,834
-3,087
118
$3.96M 0.2%
74,710
-448
119
$3.86M 0.2%
28,649
-1,496
120
$3.84M 0.19%
37,383
-5,177
121
$3.83M 0.19%
303,539
-8,317
122
$3.82M 0.19%
70,680
-2,790
123
$3.82M 0.19%
31,746
-302
124
$3.82M 0.19%
75,510
+36,786
125
$3.81M 0.19%
18,448
-2,333
3 4
5
6 7