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
151
$2.89M 0.15%
37,034
+3,727
152
$2.85M 0.14%
28,704
+8,008
153
$2.83M 0.14%
88,425
-4,589
154
$2.82M 0.14%
12,701
+1,444
155
$2.82M 0.14%
12,275
+1,178
156
$2.78M 0.14%
40,697
+16,559
157
$2.78M 0.14%
21,371
+2,986
158
$2.78M 0.14%
25,951
+703
159
$2.74M 0.14%
92,915
-438
160
$2.74M 0.14%
8,528
-686
161
$2.74M 0.14%
13,147
+417
162
$2.71M 0.14%
39,094
+765
163
$2.7M 0.14%
13,885
+534
164
$2.67M 0.14%
7,174
+750
165
$2.67M 0.14%
43,068
+903
166
$2.66M 0.13%
8,718
+275
167
$2.64M 0.13%
44,331
-11,921
168
$2.61M 0.13%
21,903
-1,783
169
$2.57M 0.13%
8,977
+531
170
$2.57M 0.13%
21,649
-1,119
171
$2.55M 0.13%
+29,806
172
$2.53M 0.13%
156,959
-2,892
173
$2.53M 0.13%
40,772
-691
174
$2.51M 0.13%
23,227
-1,401
175
$2.5M 0.13%
78,448
+7,092
5 6
7
8 9