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
576
$50.4K ﹤0.01%
768
+24
577
$50K ﹤0.01%
1,512
-442
578
$49.6K ﹤0.01%
749
-3,250
579
$49.5K ﹤0.01%
609
+596
580
$49.4K ﹤0.01%
281
+180
581
$49.3K ﹤0.01%
335
+39
582
$48.9K ﹤0.01%
2,380
-4,582
583
$48.8K ﹤0.01%
2,887
-324
584
$48.5K ﹤0.01%
4,189
-84,036
585
$47.8K ﹤0.01%
149
+1
586
$47.7K ﹤0.01%
368
+158
587
$47.3K ﹤0.01%
1,757
-1,122
588
$47.3K ﹤0.01%
260
-866
589
$47.2K ﹤0.01%
9,781
+3,729
590
$47K ﹤0.01%
1,938
+104
591
$47K ﹤0.01%
1,250
592
$46.9K ﹤0.01%
354
-45
593
$46.6K ﹤0.01%
1,022
-613
594
$46.6K ﹤0.01%
+1,460
595
$46.3K ﹤0.01%
1,003
+14
596
$46.1K ﹤0.01%
332
+75
597
$44.5K ﹤0.01%
456
+38
598
$44.3K ﹤0.01%
2,577
+430
599
$43.6K ﹤0.01%
1,261
+35
600
$43K ﹤0.01%
644
-15,458
22 23
24
25 26