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
276
$709K 0.05%
+11,924
277
$699K 0.05%
7,873
+1,589
278
$688K 0.05%
6,848
-850
279
$688K 0.05%
9,199
-9,716
280
$687K 0.05%
40,774
-30,609
281
$686K 0.05%
13,828
-18,462
282
$686K 0.05%
4,963
+3,101
283
$682K 0.05%
44,173
+27,155
284
$681K 0.05%
11,943
+4,191
285
$673K 0.05%
2,188
+62
286
$672K 0.05%
43,146
-28,269
287
$667K 0.05%
7,543
+258
288
$666K 0.05%
8,247
-482
289
$663K 0.05%
7,663
+2,747
290
$661K 0.05%
+31,873
291
$647K 0.05%
3,362
+733
292
$646K 0.05%
7,051
+4,540
293
$646K 0.05%
59,852
+1,524
294
$644K 0.05%
26,850
-730
295
$641K 0.05%
18,425
+7,285
296
$640K 0.05%
20,920
-1,058
297
$629K 0.05%
28,075
+49
298
$609K 0.04%
36,005
+1,430
299
$609K 0.04%
11,252
-1,554
300
$605K 0.04%
5,930
+155
10 11
12
13 14