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
1026
$247 ﹤0.01%
14
1027
$244 ﹤0.01%
21
1028
$244 ﹤0.01%
11
-245
1029
$243 ﹤0.01%
11
1030
$243 ﹤0.01%
21
1031
$242 ﹤0.01%
+14
1032
$239 ﹤0.01%
9
-1,021
1033
$238 ﹤0.01%
44
-32
1034
$236 ﹤0.01%
5
1035
$232 ﹤0.01%
6
-28
1036
$232 ﹤0.01%
4
-12
1037
$232 ﹤0.01%
5
-35
1038
$232 ﹤0.01%
+63
1039
$229 ﹤0.01%
17
-1
1040
$225 ﹤0.01%
+25
1041
$223 ﹤0.01%
12
1042
$219 ﹤0.01%
5
1043
$214 ﹤0.01%
8
1044
$213 ﹤0.01%
10
1045
$211 ﹤0.01%
6
1046
$204 ﹤0.01%
5
1047
$202 ﹤0.01%
7
1048
$183 ﹤0.01%
23
1049
$174 ﹤0.01%
15
1050
$165 ﹤0.01%
6
40 41
42
43 44