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
776
$7.91K ﹤0.01%
431
777
$7.81K ﹤0.01%
37
-1
778
$7.79K ﹤0.01%
90
+34
779
$7.74K ﹤0.01%
288
+215
780
$7.6K ﹤0.01%
1,547
+883
781
$7.47K ﹤0.01%
37
+29
782
$7.45K ﹤0.01%
153
+23
783
$7.4K ﹤0.01%
115
784
$7.17K ﹤0.01%
554
-333
785
$7.14K ﹤0.01%
546
-700
786
$7.1K ﹤0.01%
120
-66
787
$7.04K ﹤0.01%
222
-2,053
788
$6.87K ﹤0.01%
46
-2
789
$6.79K ﹤0.01%
628
-18,146
790
$6.65K ﹤0.01%
67
-23
791
$6.63K ﹤0.01%
189
-108
792
$6.59K ﹤0.01%
96
-3
793
$6.59K ﹤0.01%
+155
794
$6.57K ﹤0.01%
31
+20
795
$6.47K ﹤0.01%
424
796
$6.38K ﹤0.01%
907
+450
797
$6.36K ﹤0.01%
53
+9
798
$6.25K ﹤0.01%
150
+140
799
$6.09K ﹤0.01%
55
+21
800
$6.08K ﹤0.01%
44
+34
30 31
32
33 34