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
451
$143K 0.01%
10,636
-5,539
452
$143K 0.01%
2,000
453
$143K 0.01%
973
-52
454
$143K 0.01%
6,366
-1,545
455
$142K 0.01%
3,127
+463
456
$142K 0.01%
8,991
+1,350
457
$142K 0.01%
4,965
-708
458
$141K 0.01%
1,724
+30
459
$140K 0.01%
3,507
-35,936
460
$137K 0.01%
3,815
-177
461
$136K 0.01%
3,666
+9
462
$133K 0.01%
2,426
-2,280
463
$131K 0.01%
1,609
+86
464
$129K 0.01%
3,609
-1,321
465
$129K 0.01%
6,285
+3,871
466
$129K 0.01%
5,392
-739
467
$128K 0.01%
2,962
-483
468
$127K 0.01%
4,024
+3,728
469
$127K 0.01%
999
+280
470
$126K 0.01%
762
-48
471
$125K 0.01%
631
-23
472
$122K 0.01%
+4,501
473
$122K 0.01%
249
+149
474
$120K 0.01%
14,466
475
$119K 0.01%
+2,925
17 18
19
20 21