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
401
$234K 0.02%
2,902
+2,587
402
$233K 0.02%
2,886
-183
403
$229K 0.02%
5,445
+4,348
404
$229K 0.02%
5,507
-94
405
$227K 0.02%
10,198
-3,037
406
$227K 0.02%
7,641
+1,530
407
$224K 0.02%
35,134
408
$224K 0.02%
17,984
+6,171
409
$224K 0.02%
+53,680
410
$223K 0.02%
1,455
-9,444
411
$222K 0.02%
7,002
+57
412
$221K 0.02%
6,278
-269
413
$215K 0.02%
2,331
+581
414
$211K 0.02%
1,326
+44
415
$209K 0.01%
26,514
+5,907
416
$205K 0.01%
88,724
+8,897
417
$204K 0.01%
88,776
-6,291
418
$203K 0.01%
2,276
-1,773
419
$202K 0.01%
5,670
-4,740
420
$198K 0.01%
5,204
+257
421
$198K 0.01%
1,980
+12
422
$198K 0.01%
13,332
+9,552
423
$196K 0.01%
+8,314
424
$193K 0.01%
24,246
+13,464
425
$193K 0.01%
18,587
+13,928
15 16
17
18 19