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
251
$833K 0.06%
14,738
-3,800
252
$830K 0.06%
8,672
-74
253
$828K 0.06%
172,852
-6,841
254
$827K 0.06%
+20,666
255
$807K 0.06%
17,180
-4,610
256
$798K 0.06%
67,390
+14,885
257
$797K 0.06%
57,256
+27,448
258
$792K 0.06%
9,468
+350
259
$784K 0.06%
15,364
+4,699
260
$779K 0.06%
11,798
+731
261
$772K 0.06%
84,984
+1,825
262
$763K 0.05%
8,864
+410
263
$755K 0.05%
21,153
-2,282
264
$754K 0.05%
24,491
-12,095
265
$754K 0.05%
4,572
+641
266
$750K 0.05%
4,517
+2,133
267
$749K 0.05%
31,718
-4,362
268
$744K 0.05%
17,635
+6,639
269
$743K 0.05%
8,390
+6,884
270
$740K 0.05%
5,157
-2,331
271
$738K 0.05%
31,423
-531
272
$730K 0.05%
30,279
+1,311
273
$723K 0.05%
19,259
+10,440
274
$719K 0.05%
50,824
+20,207
275
$717K 0.05%
8,967
-355
9 10
11
12 13