TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
26
$9.92M 0.71%
61,593
+2,857
27
$9.86M 0.71%
65,443
-17,627
28
$9.78M 0.7%
153,832
-8,988
29
$9.7M 0.69%
127,311
+4,941
30
$9.66M 0.69%
438,775
-539
31
$9.64M 0.69%
335,055
+36,515
32
$8.49M 0.61%
116,415
+6,954
33
$8.48M 0.61%
50,835
+1,267
34
$8.34M 0.6%
113,646
+46,127
35
$8.27M 0.59%
102,256
-17,918
36
$8.27M 0.59%
186,801
-9,879
37
$8.25M 0.59%
114,296
-7,677
38
$8.1M 0.58%
25,468
+447
39
$8.1M 0.58%
60,723
+2,635
40
$7.91M 0.57%
60,292
+18,392
41
$7.78M 0.56%
197,853
+55,926
42
$7.75M 0.55%
133,380
-320
43
$7.58M 0.54%
335,393
+35,786
44
$7.34M 0.53%
30,380
+1,336
45
$7.3M 0.52%
29,272
-2,100
46
$7.18M 0.51%
33,878
+26,030
47
$7.11M 0.51%
55,143
-793
48
$6.94M 0.5%
63,115
-4,104
49
$6.81M 0.49%
56,717
-3,019
50
$6.79M 0.49%
75,337
+1,381
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