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
851
$2.95K ﹤0.01%
320
-1,308
852
$2.93K ﹤0.01%
92
-37
853
$2.85K ﹤0.01%
69
-2
854
$2.69K ﹤0.01%
53
-20
855
$2.69K ﹤0.01%
156
856
$2.67K ﹤0.01%
95
857
$2.65K ﹤0.01%
56
858
$2.58K ﹤0.01%
516
+370
859
$2.57K ﹤0.01%
1
-273
860
$2.56K ﹤0.01%
90
861
$2.52K ﹤0.01%
22
862
$2.43K ﹤0.01%
20
+3
863
$2.37K ﹤0.01%
386
+53
864
$2.33K ﹤0.01%
72
+12
865
$2.32K ﹤0.01%
161
+49
866
$2.3K ﹤0.01%
26
867
$2.29K ﹤0.01%
119
-7,981
868
$2.26K ﹤0.01%
424
-537
869
$2.19K ﹤0.01%
45
870
$2.19K ﹤0.01%
25
-776
871
$2.19K ﹤0.01%
25
-14
872
$2.15K ﹤0.01%
105
873
$2.1K ﹤0.01%
+15
874
$2.1K ﹤0.01%
87
+18
875
$2.04K ﹤0.01%
64
33 34
35
36 37