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
626
$35.1K ﹤0.01%
1,982
-541
627
$35K ﹤0.01%
449
+67
628
$34.6K ﹤0.01%
742
+336
629
$34.3K ﹤0.01%
666
+176
630
$34.3K ﹤0.01%
1,008
+288
631
$34.2K ﹤0.01%
4,998
+3,165
632
$33.5K ﹤0.01%
152
-2
633
$33.4K ﹤0.01%
443
+147
634
$33.4K ﹤0.01%
546
-183
635
$33.4K ﹤0.01%
+396
636
$33.3K ﹤0.01%
+1,143
637
$32.9K ﹤0.01%
189
-29
638
$32.6K ﹤0.01%
375
+29
639
$32.5K ﹤0.01%
977
+83
640
$32.2K ﹤0.01%
313
-37
641
$31.7K ﹤0.01%
17,830
+10,773
642
$31.3K ﹤0.01%
2,006
+850
643
$31.2K ﹤0.01%
3,224
+742
644
$30.6K ﹤0.01%
6,106
+4,990
645
$30.3K ﹤0.01%
2,454
+1,274
646
$30.1K ﹤0.01%
657
-455
647
$29.5K ﹤0.01%
1,535
+286
648
$29.3K ﹤0.01%
247
-1,171
649
$29.2K ﹤0.01%
+1,573
650
$29K ﹤0.01%
1,798
-583
24 25
26
27 28