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
1001
$326 ﹤0.01%
18
1002
$306 ﹤0.01%
8
1003
$306 ﹤0.01%
9
1004
$306 ﹤0.01%
7
1005
$305 ﹤0.01%
32
-13
1006
$303 ﹤0.01%
5
1007
$295 ﹤0.01%
12
-75
1008
$293 ﹤0.01%
19
1009
$291 ﹤0.01%
+27
1010
$291 ﹤0.01%
10
1011
$290 ﹤0.01%
16
1012
$288 ﹤0.01%
9
-1
1013
$286 ﹤0.01%
+12
1014
$275 ﹤0.01%
9
1015
$275 ﹤0.01%
+22
1016
$275 ﹤0.01%
50
1017
$269 ﹤0.01%
9
-41
1018
$268 ﹤0.01%
10
-62
1019
$263 ﹤0.01%
7
-24
1020
$261 ﹤0.01%
14
1021
$259 ﹤0.01%
5
1022
$259 ﹤0.01%
23
1023
$256 ﹤0.01%
21
1024
$247 ﹤0.01%
+1
1025
$247 ﹤0.01%
11
-9
39 40
41
42 43