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
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
20 21
22
23 24