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
676
$23.3K ﹤0.01%
618
+79
677
$23.2K ﹤0.01%
242
+126
678
$23.1K ﹤0.01%
1,167
-403
679
$22.5K ﹤0.01%
700
-1,881
680
$22.4K ﹤0.01%
1,027
-6,106
681
$21.6K ﹤0.01%
966
+120
682
$21.5K ﹤0.01%
2,036
-161
683
$21.4K ﹤0.01%
292
-55
684
$21.3K ﹤0.01%
141
+17
685
$21.1K ﹤0.01%
1,045
-125
686
$20.2K ﹤0.01%
139
687
$20.2K ﹤0.01%
1,345
+620
688
$19.6K ﹤0.01%
1,772
-831
689
$18.9K ﹤0.01%
249
+20
690
$18.8K ﹤0.01%
651
+169
691
$18.8K ﹤0.01%
99
+9
692
$18.7K ﹤0.01%
248
693
$18.7K ﹤0.01%
2,038
-167
694
$18.6K ﹤0.01%
+100
695
$18.5K ﹤0.01%
651
+464
696
$18.4K ﹤0.01%
859
-2,452
697
$18.4K ﹤0.01%
269
+59
698
$18.2K ﹤0.01%
171
-103
699
$18.2K ﹤0.01%
963
+680
700
$18.1K ﹤0.01%
1,119
-108
26 27
28
29 30