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
551
$63.9K ﹤0.01%
2,345
+249
552
$63.7K ﹤0.01%
978
+5
553
$63.4K ﹤0.01%
754
+717
554
$60.9K ﹤0.01%
694
+643
555
$60.8K ﹤0.01%
1,095
+56
556
$60.8K ﹤0.01%
966
-413
557
$60.3K ﹤0.01%
6,509
+611
558
$59.6K ﹤0.01%
1,240
+160
559
$59.6K ﹤0.01%
1,463
+11
560
$59.1K ﹤0.01%
459
+69
561
$58.1K ﹤0.01%
1,472
-334
562
$57.8K ﹤0.01%
632
+44
563
$57.5K ﹤0.01%
1,523
+1,441
564
$57.3K ﹤0.01%
318
+20
565
$56.1K ﹤0.01%
1,791
+854
566
$55.8K ﹤0.01%
1,902
+1,043
567
$53.7K ﹤0.01%
+2,526
568
$53.5K ﹤0.01%
982
-2,737
569
$52.9K ﹤0.01%
1,503
+614
570
$52.8K ﹤0.01%
790
+691
571
$52.3K ﹤0.01%
628
+174
572
$51.7K ﹤0.01%
+6,890
573
$51.4K ﹤0.01%
1,402
+119
574
$51.2K ﹤0.01%
1,229
+167
575
$50.5K ﹤0.01%
23,280
-9,338
21 22
23
24 25