TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$54.9M
2
+$13.6M
3
+$6.31M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.28M
5
GSK icon
GSK
GSK
+$6.08M

Top Sells

1
+$29M
2
+$7.07M
3
+$5.78M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.75M

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%
64
-10
877
$1.97K ﹤0.01%
187
878
$1.95K ﹤0.01%
4
-3
879
$1.93K ﹤0.01%
30
+3
880
$1.93K ﹤0.01%
13
881
$1.93K ﹤0.01%
845
+193
882
$1.89K ﹤0.01%
123
-9
883
$1.86K ﹤0.01%
12
884
$1.86K ﹤0.01%
93
-90
885
$1.85K ﹤0.01%
111
886
$1.84K ﹤0.01%
18
+11
887
$1.82K ﹤0.01%
+17
888
$1.81K ﹤0.01%
31
889
$1.81K ﹤0.01%
171
+140
890
$1.8K ﹤0.01%
106
891
$1.8K ﹤0.01%
101
+65
892
$1.79K ﹤0.01%
74
-556
893
$1.76K ﹤0.01%
198
-77
894
$1.7K ﹤0.01%
19
+16
895
$1.69K ﹤0.01%
457
+336
896
$1.67K ﹤0.01%
132
+67
897
$1.62K ﹤0.01%
46
898
$1.61K ﹤0.01%
27
899
$1.6K ﹤0.01%
67
900
$1.57K ﹤0.01%
54
-60
34 35
36
37 38