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
726
$14.3K ﹤0.01%
453
+66
727
$14K ﹤0.01%
187
+19
728
$13.9K ﹤0.01%
193
-307
729
$13.7K ﹤0.01%
262
730
$13.6K ﹤0.01%
182
+25
731
$13.5K ﹤0.01%
130
+36
732
$13.2K ﹤0.01%
205
+45
733
$12.9K ﹤0.01%
6,434
-772
734
$12.8K ﹤0.01%
183
+52
735
$12.3K ﹤0.01%
1,673
-10,668
736
$12.3K ﹤0.01%
469
-653
737
$12.3K ﹤0.01%
967
-717
738
$12.3K ﹤0.01%
42
+20
739
$12.2K ﹤0.01%
+630
740
$12K ﹤0.01%
46
+12
741
$12K ﹤0.01%
159
+74
742
$12K ﹤0.01%
1,333
-100
743
$11.9K ﹤0.01%
342
-391
744
$11.9K ﹤0.01%
235
-26
745
$11.9K ﹤0.01%
197
-355
746
$11.8K ﹤0.01%
492
-435
747
$11.7K ﹤0.01%
90
-119
748
$11.7K ﹤0.01%
183
-68
749
$11.6K ﹤0.01%
200
+12
750
$11.6K ﹤0.01%
73
-1
28 29
30
31 32