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
1051
$160 ﹤0.01%
33
-44
1052
$159 ﹤0.01%
15
1053
$148 ﹤0.01%
12
1054
$143 ﹤0.01%
24
1055
$136 ﹤0.01%
13
1056
$135 ﹤0.01%
+56
1057
$132 ﹤0.01%
5
-14
1058
$126 ﹤0.01%
8
-27
1059
$122 ﹤0.01%
7
-110
1060
$117 ﹤0.01%
+21
1061
$116 ﹤0.01%
23
1062
$110 ﹤0.01%
7
-14
1063
$102 ﹤0.01%
+50
1064
$92 ﹤0.01%
5
1065
$89 ﹤0.01%
15
-74
1066
$71 ﹤0.01%
61
-925
1067
$68 ﹤0.01%
+56
1068
$57 ﹤0.01%
20
-103
1069
$31 ﹤0.01%
3
1070
$29 ﹤0.01%
1
1071
– –
-17
1072
– –
-22
1073
– –
-198
1074
– –
-234
1075
– –
-78
41 42
43
44 45