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
901
$1.57K ﹤0.01%
54
-60
902
$1.55K ﹤0.01%
32
903
$1.52K ﹤0.01%
291
+92
904
$1.51K ﹤0.01%
42
905
$1.51K ﹤0.01%
+168
906
$1.47K ﹤0.01%
18
-23
907
$1.47K ﹤0.01%
11
-8
908
$1.44K ﹤0.01%
22
909
$1.42K ﹤0.01%
15
910
$1.42K ﹤0.01%
+38
911
$1.41K ﹤0.01%
274
-41,407
912
$1.36K ﹤0.01%
154
-144
913
$1.34K ﹤0.01%
166
-26
914
$1.28K ﹤0.01%
5
-14
915
$1.27K ﹤0.01%
+8
916
$1.25K ﹤0.01%
41
917
$1.24K ﹤0.01%
51
-9
918
$1.23K ﹤0.01%
+179
919
$1.19K ﹤0.01%
2
920
$1.17K ﹤0.01%
61
-2
921
$1.16K ﹤0.01%
144
+108
922
$1.15K ﹤0.01%
+31
923
$1.15K ﹤0.01%
26
-375
924
$1.12K ﹤0.01%
+43
925
$1.11K ﹤0.01%
+26
35 36
37
38 39