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
926
$1.09K ﹤0.01%
+29
927
$1.04K ﹤0.01%
16
928
$1.04K ﹤0.01%
+46
929
$1.02K ﹤0.01%
85
+71
930
$1.02K ﹤0.01%
79
931
$1.02K ﹤0.01%
34
932
$1.01K ﹤0.01%
61
-25
933
$1K ﹤0.01%
323
-140
934
$975 ﹤0.01%
37
935
$969 ﹤0.01%
+118
936
$959 ﹤0.01%
408
+63
937
$951 ﹤0.01%
29
938
$883 ﹤0.01%
139
939
$878 ﹤0.01%
124
+80
940
$878 ﹤0.01%
+70
941
$859 ﹤0.01%
+32
942
$847 ﹤0.01%
+71
943
$773 ﹤0.01%
181
+110
944
$753 ﹤0.01%
84
-62
945
$749 ﹤0.01%
6
+2
946
$737 ﹤0.01%
+44
947
$685 ﹤0.01%
34
-1,656
948
$683 ﹤0.01%
22
949
$671 ﹤0.01%
56
+27
950
$667 ﹤0.01%
201
36 37
38
39 40