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
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%
46,769
-6,171
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