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
601
$42.9K ﹤0.01%
1,183
-38
602
$42.9K ﹤0.01%
1,794
-699
603
$42.7K ﹤0.01%
2,282
-27,669
604
$42.5K ﹤0.01%
111
+9
605
$42.2K ﹤0.01%
353
606
$41.4K ﹤0.01%
1,185
-435
607
$41.4K ﹤0.01%
457
-7
608
$41.2K ﹤0.01%
4,238
+855
609
$41K ﹤0.01%
346
-3,996
610
$40.6K ﹤0.01%
+2,455
611
$40.2K ﹤0.01%
897
+118
612
$39.7K ﹤0.01%
1,452
-558
613
$38.6K ﹤0.01%
2,839
+740
614
$38.4K ﹤0.01%
483
-777
615
$37.4K ﹤0.01%
+235
616
$37.3K ﹤0.01%
41
+8
617
$37.1K ﹤0.01%
1,498
-362
618
$36.6K ﹤0.01%
779
619
$36.5K ﹤0.01%
2,414
-24
620
$36.1K ﹤0.01%
3,144
-114
621
$36K ﹤0.01%
832
-60
622
$35.9K ﹤0.01%
497
-371
623
$35.8K ﹤0.01%
472
+78
624
$35.7K ﹤0.01%
3,584
625
$35.2K ﹤0.01%
4,354
+161
23 24
25
26 27