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
951
$632 ﹤0.01%
26
-14
952
$625 ﹤0.01%
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953
$618 ﹤0.01%
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954
$599 ﹤0.01%
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955
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+62
956
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961
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$549 ﹤0.01%
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+172
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964
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10
967
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$479 ﹤0.01%
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971
$474 ﹤0.01%
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972
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8
-39
973
$462 ﹤0.01%
61
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974
$460 ﹤0.01%
16
+4
975
$456 ﹤0.01%
6
37 38
39
40 41