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
1076
– –
-164
1077
– –
-113
1078
– –
-37
1079
– –
-72
1080
– –
-5
1081
– –
-28,303
1082
– –
-17
1083
– –
-49
1084
– –
-95
1085
– –
-27
1086
– –
-112
1087
– –
-9
1088
– –
-39
1089
– –
-22
1090
– –
-7,076
1091
– –
-8
1092
– –
-244
1093
– –
-75
1094
– –
-220
1095
– –
-13
1096
– –
-19
1097
– –
-31
1098
– –
-743
1099
– –
-89
1100
– –
-22
42 43
44
45 46