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
501
$94.1K 0.01%
1,912
-611
502
$92.9K 0.01%
+1,574
503
$92.9K 0.01%
11,110
+2,601
504
$91.2K 0.01%
27,706
+8,961
505
$90.6K 0.01%
4,238
+4,155
506
$90K 0.01%
3,307
-187
507
$88.6K 0.01%
1,380
+61
508
$88K 0.01%
1,049
+502
509
$87.5K 0.01%
804
+56
510
$87.3K 0.01%
2,570
511
$86.8K 0.01%
2,765
+1,014
512
$86.6K 0.01%
964
-27
513
$85.8K 0.01%
4,560
-42,455
514
$85.2K 0.01%
2,530
-973
515
$83.6K 0.01%
812
-110
516
$82K 0.01%
2,516
-63
517
$81.9K 0.01%
421
-19
518
$81.7K 0.01%
3,991
-53,608
519
$81.3K 0.01%
327
+9
520
$80.6K 0.01%
1,669
-23,920
521
$80.2K 0.01%
4,621
+502
522
$79.3K 0.01%
3,313
+67
523
$78.9K 0.01%
1,382
+57
524
$78.7K 0.01%
1,847
+20
525
$78.6K 0.01%
4,639
-5,714
19 20
21
22 23