TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
76
$4.24M 0.3%
28,094
+8,342
77
$4.21M 0.3%
137,620
-14,437
78
$4.19M 0.3%
80,139
-15,506
79
$4.1M 0.29%
17,831
+169
80
$4M 0.29%
27,767
+4,341
81
$4M 0.29%
162,189
-6,176
82
$3.95M 0.28%
86,233
+7,952
83
$3.82M 0.27%
131,682
-1,322
84
$3.81M 0.27%
17,486
-124
85
$3.73M 0.27%
111,033
+1,549
86
$3.71M 0.27%
107,875
-11,572
87
$3.66M 0.26%
91,383
-6,289
88
$3.64M 0.26%
52,106
+1,821
89
$3.6M 0.26%
28,145
+5,842
90
$3.54M 0.25%
18,968
-250
91
$3.53M 0.25%
12,209
-324
92
$3.49M 0.25%
106,939
+11,682
93
$3.47M 0.25%
28,532
+1,550
94
$3.44M 0.25%
79,761
+7,237
95
$3.42M 0.24%
24,562
+284
96
$3.42M 0.24%
20,658
+272
97
$3.38M 0.24%
7,690
+1,207
98
$3.34M 0.24%
33,462
-230
99
$3.31M 0.24%
42,634
-24
100
$3.3M 0.24%
69,066
-1,039
2 3
4
5 6