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
201
$2.16M 0.11%
22,856
-1,228
202
$2.16M 0.11%
22,572
-866
203
$2.15M 0.11%
72,094
+2,069
204
$2.14M 0.11%
13,446
-199
205
$2.12M 0.11%
4,914
-2,101
206
$2.11M 0.11%
116,400
-3,520
207
$2.1M 0.11%
35,964
+158
208
$2.07M 0.1%
9,935
-685
209
$2.02M 0.1%
21,739
+1,241
210
$2.01M 0.1%
20,779
-12,752
211
$2.01M 0.1%
15,237
+767
212
$2M 0.1%
14,257
-171
213
$2M 0.1%
17,195
+1,317
214
$2M 0.1%
8,700
-2,257
215
$2M 0.1%
8,459
-1,962
216
$1.97M 0.1%
3,703
+230
217
$1.96M 0.1%
54,582
-52,495
218
$1.95M 0.1%
9,067
-7,568
219
$1.93M 0.1%
20,889
-4,296
220
$1.93M 0.1%
48,317
+2,918
221
$1.93M 0.1%
7,027
+385
222
$1.92M 0.1%
64,511
-2,127
223
$1.91M 0.1%
26,490
-1,722
224
$1.9M 0.1%
5,219
+326
225
$1.88M 0.1%
45,543
+358
7 8
9
10 11