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
376
$313K 0.02%
1,279
+21
377
$306K 0.02%
36,044
-3,227
378
$306K 0.02%
4,008
+845
379
$299K 0.02%
2,069
+44
380
$298K 0.02%
19,064
-2,006
381
$297K 0.02%
11,883
+11,262
382
$283K 0.02%
5,436
+791
383
$281K 0.02%
4,157
-2,972
384
$279K 0.02%
8,206
-1,221
385
$279K 0.02%
3,419
-1,521
386
$279K 0.02%
3,477
-4,348
387
$279K 0.02%
6,213
+841
388
$267K 0.02%
21,930
+5,169
389
$265K 0.02%
1,867
+102
390
$262K 0.02%
2,671
-612
391
$260K 0.02%
821
-1,999
392
$259K 0.02%
13,458
-1,106
393
$256K 0.02%
1,930
-40
394
$247K 0.02%
4,088
-436
395
$246K 0.02%
3,989
+3
396
$244K 0.02%
181
-138
397
$241K 0.02%
6,263
-2,215
398
$240K 0.02%
2,618
+1,682
399
$236K 0.02%
14,792
+14,537
400
$235K 0.02%
22,424
+7,208
14 15
16
17 18