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
126
$3.8M 0.19%
25,522
+94
127
$3.75M 0.19%
54,665
-11,038
128
$3.64M 0.18%
17,103
+283
129
$3.63M 0.18%
16,332
-681
130
$3.63M 0.18%
30,265
+2,700
131
$3.63M 0.18%
14,808
+417
132
$3.52M 0.18%
19,936
+9,483
133
$3.48M 0.18%
36,139
-4,614
134
$3.45M 0.18%
13,225
-769
135
$3.43M 0.17%
39,743
-3,733
136
$3.43M 0.17%
23,768
+10,621
137
$3.32M 0.17%
9,351
-1,884
138
$3.29M 0.17%
19,903
+540
139
$3.17M 0.16%
51,533
+5,247
140
$3.16M 0.16%
67,001
-716
141
$3.13M 0.16%
50,748
+1,911
142
$3.1M 0.16%
109,948
-7,045
143
$3.09M 0.16%
8,042
+450
144
$3.07M 0.16%
38,185
-2,366
145
$3.01M 0.15%
51,167
+37,017
146
$3.01M 0.15%
18,955
+2,318
147
$2.99M 0.15%
48,006
+53
148
$2.97M 0.15%
20,331
-2,105
149
$2.97M 0.15%
78,353
-17,557
150
$2.96M 0.15%
14,744
+308
4 5
6
7 8