TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
51
$6.58M 0.47%
70,412
-1,866
52
$6.53M 0.47%
72,579
-4,753
53
$6.51M 0.47%
171,576
+2,113
54
$6.1M 0.44%
121,970
-14,040
55
$5.88M 0.42%
78,717
+5,590
56
$5.61M 0.4%
114,653
-50,292
57
$5.4M 0.39%
+113,929
58
$5.33M 0.38%
12,225
+170
59
$5.33M 0.38%
73,580
-2,905
60
$5.33M 0.38%
72,418
+6,945
61
$5.3M 0.38%
62,146
-3,598
62
$5.24M 0.37%
42,680
+103
63
$4.97M 0.36%
64,527
-5,226
64
$4.87M 0.35%
97,677
+11,782
65
$4.82M 0.34%
48,093
+6,488
66
$4.81M 0.34%
26,299
+689
67
$4.74M 0.34%
115,996
-3,587
68
$4.71M 0.34%
68,348
+4,212
69
$4.66M 0.33%
31,490
+2,983
70
$4.58M 0.33%
48,207
+1,970
71
$4.57M 0.33%
133,672
+36,448
72
$4.46M 0.32%
210,164
-23,836
73
$4.37M 0.31%
179,325
+15,120
74
$4.32M 0.31%
15,245
-1,284
75
$4.32M 0.31%
111,607
-6,566
1 2
3
4 5