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
1026
$247 ﹤0.01%
11
-9
1027
$247 ﹤0.01%
14
1028
$244 ﹤0.01%
21
1029
$244 ﹤0.01%
11
-245
1030
$243 ﹤0.01%
11
1031
$243 ﹤0.01%
21
1032
$242 ﹤0.01%
+14
1033
$239 ﹤0.01%
9
-1,021
1034
$238 ﹤0.01%
44
-32
1035
$236 ﹤0.01%
5
1036
$232 ﹤0.01%
6
-28
1037
$232 ﹤0.01%
4
-12
1038
$232 ﹤0.01%
5
-35
1039
$232 ﹤0.01%
+63
1040
$229 ﹤0.01%
17
-1
1041
$225 ﹤0.01%
+25
1042
$223 ﹤0.01%
12
1043
$219 ﹤0.01%
5
1044
$214 ﹤0.01%
8
1045
$213 ﹤0.01%
10
1046
$211 ﹤0.01%
6
1047
$204 ﹤0.01%
5
1048
$202 ﹤0.01%
7
1049
$183 ﹤0.01%
23
1050
$174 ﹤0.01%
15
40 41
42
43 44