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
326
$485K 0.03%
3,380
+1,005
327
$483K 0.03%
5,641
-647
328
$469K 0.03%
57,738
-68,508
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