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
876
$1.98K ﹤0.01%
26
-9
877
$1.98K ﹤0.01%
64
-10
878
$1.97K ﹤0.01%
187
879
$1.95K ﹤0.01%
4
-3
880
$1.93K ﹤0.01%
30
+3
881
$1.93K ﹤0.01%
13
882
$1.93K ﹤0.01%
845
+193
883
$1.89K ﹤0.01%
123
-9
884
$1.86K ﹤0.01%
12
885
$1.86K ﹤0.01%
93
-90
886
$1.85K ﹤0.01%
111
887
$1.84K ﹤0.01%
18
+11
888
$1.82K ﹤0.01%
+17
889
$1.81K ﹤0.01%
31
890
$1.81K ﹤0.01%
171
+140
891
$1.8K ﹤0.01%
106
892
$1.8K ﹤0.01%
101
+65
893
$1.79K ﹤0.01%
74
-556
894
$1.76K ﹤0.01%
198
-77
895
$1.7K ﹤0.01%
19
+16
896
$1.69K ﹤0.01%
457
+336
897
$1.67K ﹤0.01%
88
+45
898
$1.62K ﹤0.01%
46
899
$1.61K ﹤0.01%
27
900
$1.6K ﹤0.01%
67
34 35
36
37 38