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
976
$456 ﹤0.01%
6
977
$448 ﹤0.01%
15
978
$439 ﹤0.01%
60
979
$436 ﹤0.01%
+40
980
$434 ﹤0.01%
3
981
$433 ﹤0.01%
12
982
$432 ﹤0.01%
17
983
$432 ﹤0.01%
24
984
$425 ﹤0.01%
73
-3
985
$418 ﹤0.01%
5
986
$403 ﹤0.01%
4
987
$390 ﹤0.01%
11
988
$388 ﹤0.01%
+42
989
$388 ﹤0.01%
42
990
$384 ﹤0.01%
6
991
$382 ﹤0.01%
27
+17
992
$380 ﹤0.01%
+35
993
$379 ﹤0.01%
9
-5
994
$371 ﹤0.01%
6
995
$363 ﹤0.01%
8
996
$357 ﹤0.01%
24
997
$347 ﹤0.01%
22
998
$341 ﹤0.01%
17
999
$340 ﹤0.01%
8
1000
$335 ﹤0.01%
27
-3,850
38 39
40
41 42