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
$1.4B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$55.8M
2
+$11.5M
3
+$5.52M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.44M
5
GSK icon
GSK
GSK
+$5.4M

Top Sells

1
+$28.6M
2
+$5.63M
3
+$5.53M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.45M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.43M

Sector Composition

1 Technology 9.02%
2 Healthcare 8.62%
3 Financials 7.1%
4 Communication Services 5.68%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$992K 0.07%
11,574
+384
227
$989K 0.07%
18,214
-1,444
228
$977K 0.07%
5,867
+594
229
$961K 0.07%
5,285
+145
230
$959K 0.07%
11,766
-140
231
$953K 0.07%
6,116
-2,718
232
$950K 0.07%
18,004
+2,579
233
$948K 0.07%
28,183
-29,782
234
$944K 0.07%
+38,199
235
$943K 0.07%
6,561
-828
236
$935K 0.07%
29,001
-887
237
$929K 0.07%
71,000
+2,600
238
$928K 0.07%
40,032
-1,067
239
$921K 0.07%
+50,860
240
$920K 0.07%
55,067
+5,884
241
$909K 0.07%
7,614
+7,259
242
$901K 0.06%
100,501
-4,711
243
$889K 0.06%
5,621
-613
244
$876K 0.06%
3,770
+157
245
$869K 0.06%
8,603
-495
246
$865K 0.06%
10,436
+708
247
$863K 0.06%
4,324
+157
248
$855K 0.06%
7,578
-143
249
$833K 0.06%
15,211
+996
250
$833K 0.06%
22,369
-12,836
8 9
10
11 12