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
651
$28.6K ﹤0.01%
2,043
+1,605
652
$28.4K ﹤0.01%
785
+709
653
$28.1K ﹤0.01%
954
-172
654
$27.9K ﹤0.01%
885
+4
655
$27.5K ﹤0.01%
+5,262
656
$27.4K ﹤0.01%
978
657
$27.2K ﹤0.01%
+1,098
658
$27K ﹤0.01%
3,902
+2,520
659
$26K ﹤0.01%
593
660
$25.8K ﹤0.01%
+2,398
661
$25.8K ﹤0.01%
535
+338
662
$25.7K ﹤0.01%
+783
663
$25.6K ﹤0.01%
+4,745
664
$25.3K ﹤0.01%
274
+176
665
$25.2K ﹤0.01%
1,129
+73
666
$25.1K ﹤0.01%
700
667
$24.4K ﹤0.01%
3,610
-825
668
$24.3K ﹤0.01%
1,512
-331
669
$24.3K ﹤0.01%
657
-9,920
670
$24.2K ﹤0.01%
1,725
671
$24.2K ﹤0.01%
799
+83
672
$23.7K ﹤0.01%
1,420
+1,370
673
$23.6K ﹤0.01%
4,580
-463
674
$23.5K ﹤0.01%
312
-47
675
$23.3K ﹤0.01%
449
25 26
27
28 29