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
751
$11.6K ﹤0.01%
+2,470
752
$11.3K ﹤0.01%
861
-264
753
$11.3K ﹤0.01%
299
-4,593
754
$10.9K ﹤0.01%
442
-289
755
$10.8K ﹤0.01%
563
+160
756
$10.6K ﹤0.01%
188
+46
757
$10.4K ﹤0.01%
445
+98
758
$10.4K ﹤0.01%
104
-62
759
$10.1K ﹤0.01%
186
760
$10K ﹤0.01%
641
+104
761
$10K ﹤0.01%
386
762
$9.69K ﹤0.01%
1,370
+1,105
763
$9.62K ﹤0.01%
175
-7
764
$9.6K ﹤0.01%
890
+682
765
$9.17K ﹤0.01%
213
+121
766
$9.15K ﹤0.01%
83
-33
767
$8.98K ﹤0.01%
90
-3
768
$8.95K ﹤0.01%
1,000
769
$8.92K ﹤0.01%
30
+29
770
$8.62K ﹤0.01%
228
-25
771
$8.49K ﹤0.01%
78
+3
772
$8.44K ﹤0.01%
715
-65,483
773
$8.22K ﹤0.01%
+108
774
$8.22K ﹤0.01%
+5
775
$8.02K ﹤0.01%
205
29 30
31
32 33