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
301
$603K 0.04%
10,709
-567
302
$602K 0.04%
6,537
+6,235
303
$597K 0.04%
10,878
-1,983
304
$588K 0.04%
6,561
+382
305
$586K 0.04%
10,306
+1,609
306
$581K 0.04%
3,679
+993
307
$581K 0.04%
34,439
+1,905
308
$571K 0.04%
39,914
-4,198
309
$571K 0.04%
3,655
+204
310
$565K 0.04%
4,252
+788
311
$564K 0.04%
12,442
-3,953
312
$559K 0.04%
7,195
-746
313
$550K 0.04%
5,796
+316
314
$532K 0.04%
6,614
+127
315
$527K 0.04%
18,124
+16,532
316
$520K 0.04%
4,285
+1,542
317
$516K 0.04%
25,147
+24,959
318
$514K 0.04%
24,675
+11,786
319
$512K 0.04%
5,082
-418
320
$509K 0.04%
4,387
+461
321
$500K 0.04%
16,602
+3,892
322
$496K 0.04%
14,680
+4,516
323
$496K 0.04%
1,730
+1,456
324
$488K 0.03%
6,181
+187
325
$486K 0.03%
7,722
-1,194
11 12
13
14 15