TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$54.9M
2
+$13.6M
3
+$6.31M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.28M
5
GSK icon
GSK
GSK
+$6.08M

Top Sells

1
+$29M
2
+$7.07M
3
+$5.78M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.75M

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%
1,723
-10,984
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