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
176
$2.49M 0.13%
53,402
-15,710
177
$2.48M 0.13%
46,693
+1,672
178
$2.47M 0.13%
12,808
-126
179
$2.43M 0.12%
26,363
-885
180
$2.41M 0.12%
17,068
-2,759
181
$2.41M 0.12%
29,382
-3,456
182
$2.4M 0.12%
50,821
+30,115
183
$2.36M 0.12%
11,218
-7,182
184
$2.35M 0.12%
15,884
+1,835
185
$2.32M 0.12%
18,722
+2,718
186
$2.31M 0.12%
17,165
-2,280
187
$2.31M 0.12%
39,635
+343
188
$2.31M 0.12%
9,458
-970
189
$2.3M 0.12%
21,124
-891
190
$2.26M 0.11%
24,450
+22,650
191
$2.23M 0.11%
61,588
-7,562
192
$2.22M 0.11%
54,720
-3,058
193
$2.21M 0.11%
21,937
+134
194
$2.19M 0.11%
28,409
+1,833
195
$2.19M 0.11%
42,308
+17,863
196
$2.17M 0.11%
11,978
-291
197
$2.17M 0.11%
9,126
-446
198
$2.17M 0.11%
30,322
-6,129
199
$2.17M 0.11%
73,445
+6,449
200
$2.16M 0.11%
13,154
+11
6 7
8
9 10