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
826
$4.24K ﹤0.01%
842
-829
827
$4.08K ﹤0.01%
183
-10,693
828
$4.07K ﹤0.01%
136
+72
829
$3.99K ﹤0.01%
379
-84
830
$3.97K ﹤0.01%
84
831
$3.96K ﹤0.01%
260
-107
832
$3.8K ﹤0.01%
86
833
$3.72K ﹤0.01%
212
+4
834
$3.59K ﹤0.01%
65
-35
835
$3.55K ﹤0.01%
155
-478
836
$3.54K ﹤0.01%
282
-42
837
$3.51K ﹤0.01%
28
+10
838
$3.42K ﹤0.01%
+37
839
$3.38K ﹤0.01%
34
-3
840
$3.3K ﹤0.01%
1,572
-291
841
$3.23K ﹤0.01%
467
+385
842
$3.21K ﹤0.01%
16
-3
843
$3.16K ﹤0.01%
87
-250
844
$3.09K ﹤0.01%
303
-7,621
845
$3.08K ﹤0.01%
53
+6
846
$3.07K ﹤0.01%
169
847
$3.04K ﹤0.01%
58
-44
848
$2.96K ﹤0.01%
30
849
$2.96K ﹤0.01%
35
850
$2.96K ﹤0.01%
101
32 33
34
35 36