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
926
$1.1K ﹤0.01%
9
+1
927
$1.09K ﹤0.01%
+29
928
$1.04K ﹤0.01%
16
929
$1.04K ﹤0.01%
+46
930
$1.02K ﹤0.01%
85
+71
931
$1.02K ﹤0.01%
79
932
$1.02K ﹤0.01%
34
933
$1.01K ﹤0.01%
61
-25
934
$1K ﹤0.01%
323
-140
935
$975 ﹤0.01%
37
936
$969 ﹤0.01%
+118
937
$959 ﹤0.01%
408
+63
938
$951 ﹤0.01%
29
939
$883 ﹤0.01%
139
940
$878 ﹤0.01%
124
+80
941
$878 ﹤0.01%
+70
942
$859 ﹤0.01%
+32
943
$847 ﹤0.01%
+71
944
$773 ﹤0.01%
181
+110
945
$753 ﹤0.01%
84
-62
946
$749 ﹤0.01%
6
+2
947
$737 ﹤0.01%
+44
948
$685 ﹤0.01%
34
-1,656
949
$683 ﹤0.01%
22
950
$671 ﹤0.01%
56
+27
36 37
38
39 40