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
701
$18K ﹤0.01%
210
-2,268
702
$17.8K ﹤0.01%
285
-1,772
703
$17.6K ﹤0.01%
300
-20
704
$17.4K ﹤0.01%
297
705
$17.4K ﹤0.01%
+1,412
706
$17.4K ﹤0.01%
243
-94
707
$16.9K ﹤0.01%
1,202
+625
708
$16.9K ﹤0.01%
123
+52
709
$16.7K ﹤0.01%
304
+1
710
$16.6K ﹤0.01%
596
+431
711
$16.3K ﹤0.01%
604
-4,613
712
$16.3K ﹤0.01%
118
-50
713
$16.2K ﹤0.01%
194
+24
714
$15.8K ﹤0.01%
+164
715
$15.7K ﹤0.01%
233
-493
716
$15.5K ﹤0.01%
1,414
+1,247
717
$15.5K ﹤0.01%
424
+18
718
$15.5K ﹤0.01%
99
-11
719
$15.3K ﹤0.01%
+673
720
$15.1K ﹤0.01%
1,156
+302
721
$14.9K ﹤0.01%
242
-5,146
722
$14.9K ﹤0.01%
+1,516
723
$14.8K ﹤0.01%
220
-32
724
$14.6K ﹤0.01%
312
+42
725
$14.4K ﹤0.01%
2,021
+248
27 28
29
30 31