TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$54.9M
2
+$13.6M
3
+$6.31M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.28M
5
GSK icon
GSK
GSK
+$6.08M

Top Sells

1
+$29M
2
+$7.07M
3
+$5.78M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.75M

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
326
$485K 0.03%
3,380
+1,005
327
$483K 0.03%
5,641
-647
328
$469K 0.03%
11,548
-13,701
329
$463K 0.03%
8,701
-1,053
330
$458K 0.03%
10,801
-534
331
$458K 0.03%
22,029
+5,128
332
$457K 0.03%
1,454
-2,453
333
$453K 0.03%
2,976
+202
334
$452K 0.03%
13,188
+10,253
335
$443K 0.03%
56,946
+31,690
336
$442K 0.03%
4,504
-1,217
337
$440K 0.03%
1,255
+272
338
$439K 0.03%
14,946
+2,645
339
$437K 0.03%
28,813
+10,383
340
$437K 0.03%
7,834
-10,815
341
$436K 0.03%
2,601
+201
342
$434K 0.03%
1,790
+278
343
$431K 0.03%
5,129
-1,443
344
$430K 0.03%
3,384
-466
345
$428K 0.03%
1,500
-7,274
346
$422K 0.03%
+19,333
347
$418K 0.03%
1,411
+31
348
$418K 0.03%
4,560
+819
349
$417K 0.03%
2,291
-5,079
350
$417K 0.03%
10,756
+831
12 13
14
15 16