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
426
$191K 0.01%
4,199
-2,844
427
$189K 0.01%
41,759
-27,603
428
$185K 0.01%
776
+118
429
$184K 0.01%
1,019
+50
430
$182K 0.01%
9,972
-5,448
431
$175K 0.01%
3,589
+211
432
$175K 0.01%
115,639
-6,169
433
$174K 0.01%
1,543
+720
434
$170K 0.01%
4,781
+430
435
$169K 0.01%
14,285
-3,280
436
$165K 0.01%
8,753
-9,859
437
$163K 0.01%
5,782
+430
438
$162K 0.01%
259
+15
439
$161K 0.01%
4,794
-505
440
$160K 0.01%
1,871
-694
441
$158K 0.01%
8,286
+309
442
$158K 0.01%
1,781
+994
443
$157K 0.01%
48,172
-6,356
444
$156K 0.01%
1,009
-26
445
$155K 0.01%
5,501
+4,344
446
$154K 0.01%
2,830
+2,268
447
$151K 0.01%
6,538
-179
448
$150K 0.01%
5,624
-243
449
$149K 0.01%
2,710
-1,384
450
$146K 0.01%
2,528
-3,446
16 17
18
19 20