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
351
$414K 0.03%
14,791
-392
352
$414K 0.03%
3,058
+2,367
353
$414K 0.03%
8,154
-727
354
$407K 0.03%
2,699
-6,918
355
$405K 0.03%
+10,230
356
$402K 0.03%
3,040
+2,552
357
$402K 0.03%
1,530
358
$400K 0.03%
12,718
+11,316
359
$393K 0.03%
6,979
+1,541
360
$390K 0.03%
8,622
+6,545
361
$390K 0.03%
6,029
+622
362
$385K 0.03%
16,192
-6,014
363
$378K 0.03%
3,279
-29,764
364
$376K 0.03%
7,795
+7,250
365
$374K 0.03%
15,829
-21,587
366
$374K 0.03%
7,225
-1,284
367
$372K 0.03%
2,475
-8
368
$359K 0.03%
10,531
-8,576
369
$357K 0.03%
5,923
-215
370
$355K 0.03%
2,404
+1,347
371
$348K 0.02%
11,553
+6,896
372
$348K 0.02%
113,624
+10,113
373
$332K 0.02%
15,493
+4,599
374
$329K 0.02%
13,684
+7,108
375
$321K 0.02%
24,144
+9,225
13 14
15
16 17