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
476
$119K 0.01%
4,523
+1,504
477
$117K 0.01%
3,284
-7,584
478
$117K 0.01%
3,450
+730
479
$115K 0.01%
5,214
+4,974
480
$115K 0.01%
2,076
-389
481
$114K 0.01%
2,192
+255
482
$114K 0.01%
3,790
-796
483
$114K 0.01%
5,355
-230
484
$110K 0.01%
996
+4
485
$110K 0.01%
4,092
-62,157
486
$109K 0.01%
3,013
+20
487
$107K 0.01%
2,631
+73
488
$106K 0.01%
1,840
-40
489
$103K 0.01%
5,130
+1,095
490
$102K 0.01%
3,903
-1,405
491
$102K 0.01%
7,097
-118
492
$101K 0.01%
4,039
+1,776
493
$101K 0.01%
3,093
+163
494
$101K 0.01%
1,376
+680
495
$101K 0.01%
27,581
-49,559
496
$101K 0.01%
581
+10
497
$100K 0.01%
+907
498
$96.8K 0.01%
509
499
$95.8K 0.01%
940
+468
500
$94.6K 0.01%
5,057
+1,993
18 19
20
21 22