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
1051
$165 ﹤0.01%
6
1052
$160 ﹤0.01%
33
-44
1053
$159 ﹤0.01%
15
1054
$148 ﹤0.01%
12
1055
$143 ﹤0.01%
24
1056
$136 ﹤0.01%
13
1057
$135 ﹤0.01%
+56
1058
$132 ﹤0.01%
5
-14
1059
$126 ﹤0.01%
8
-27
1060
$122 ﹤0.01%
7
-110
1061
$117 ﹤0.01%
+21
1062
$116 ﹤0.01%
23
1063
$110 ﹤0.01%
7
-14
1064
$102 ﹤0.01%
+50
1065
$92 ﹤0.01%
5
1066
$89 ﹤0.01%
15
-74
1067
$71 ﹤0.01%
61
-925
1068
$68 ﹤0.01%
+56
1069
$57 ﹤0.01%
20
-103
1070
$31 ﹤0.01%
3
1071
$29 ﹤0.01%
1
1072
– –
-18
1073
– –
-48
1074
– –
-39
1075
– –
-31
41 42
43
44 45