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
801
$5.95K ﹤0.01%
141
802
$5.86K ﹤0.01%
129
+122
803
$5.83K ﹤0.01%
132
-6
804
$5.63K ﹤0.01%
462
-576
805
$5.62K ﹤0.01%
63
+17
806
$5.52K ﹤0.01%
8
+3
807
$5.44K ﹤0.01%
62
808
$5.43K ﹤0.01%
162
+38
809
$5.2K ﹤0.01%
205
-13
810
$5.15K ﹤0.01%
+193
811
$5.03K ﹤0.01%
217
812
$4.95K ﹤0.01%
207
-119
813
$4.93K ﹤0.01%
669
+318
814
$4.89K ﹤0.01%
50
+2
815
$4.84K ﹤0.01%
24
816
$4.82K ﹤0.01%
100
817
$4.81K ﹤0.01%
257
818
$4.8K ﹤0.01%
29
+19
819
$4.71K ﹤0.01%
251
-120
820
$4.61K ﹤0.01%
316
-44
821
$4.48K ﹤0.01%
128
822
$4.36K ﹤0.01%
142
-49
823
$4.36K ﹤0.01%
88
+39
824
$4.33K ﹤0.01%
300
+20
825
$4.32K ﹤0.01%
13
+4
31 32
33
34 35