TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$54.9M
2 +$13.6M
3 +$6.31M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.28M
5
GSK icon
GSK
GSK
+$6.08M

Top Sells

1 +$29M
2 +$7.07M
3 +$5.78M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.75M

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
526
$77.7K 0.01%
833
+57
527
$77.7K 0.01%
720
+70
528
$76.8K 0.01%
1,969
+1,853
529
$75.9K 0.01%
2,144
-87
530
$75.8K 0.01%
740
+16
531
$73.5K 0.01%
1,913
-2,741
532
$72.9K 0.01%
+1,931
533
$72.9K 0.01%
4,220
-102
534
$72.6K 0.01%
1,059
+12
535
$72.1K 0.01%
341
+54
536
$71.9K 0.01%
958
+175
537
$71.3K 0.01%
3,930
+182
538
$71.2K 0.01%
1,486
+92
539
$71.2K 0.01%
641
-72
540
$70.1K 0.01%
7,108
+871
541
$68.4K ﹤0.01%
2,556
+850
542
$67.6K ﹤0.01%
1,740
-155
543
$67.5K ﹤0.01%
1,072
-100
544
$66.4K ﹤0.01%
246
+53
545
$66.3K ﹤0.01%
669
-3,825
546
$65.2K ﹤0.01%
3,076
+412
547
$65K ﹤0.01%
1,427
-1,680
548
$64.2K ﹤0.01%
1,929
+633
549
$64.2K ﹤0.01%
1,273
-342
550
$64.1K ﹤0.01%
1,678
+993