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
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