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
1001
$326 ﹤0.01%
28
+24
1002
$326 ﹤0.01%
18
1003
$306 ﹤0.01%
8
1004
$306 ﹤0.01%
9
1005
$306 ﹤0.01%
7
1006
$305 ﹤0.01%
32
-13
1007
$303 ﹤0.01%
5
1008
$295 ﹤0.01%
12
-75
1009
$293 ﹤0.01%
19
1010
$291 ﹤0.01%
+27
1011
$291 ﹤0.01%
10
1012
$290 ﹤0.01%
16
1013
$288 ﹤0.01%
9
-1
1014
$286 ﹤0.01%
+12
1015
$275 ﹤0.01%
9
1016
$275 ﹤0.01%
+22
1017
$275 ﹤0.01%
50
1018
$269 ﹤0.01%
9
-41
1019
$268 ﹤0.01%
10
-62
1020
$263 ﹤0.01%
7
-24
1021
$261 ﹤0.01%
14
1022
$259 ﹤0.01%
5
1023
$259 ﹤0.01%
23
1024
$256 ﹤0.01%
21
1025
$247 ﹤0.01%
+1
39 40
41
42 43