TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.83%
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
1126
– –
-416
1127
– –
-434
1128
– –
-154
1129
– –
-22
1130
– –
-3
1131
– –
-104
1132
– –
-8
1133
– –
-891
1134
– –
-6
1135
– –
-11
1136
– –
-90
1137
– –
-33
1138
– –
-47
1139
– –
-18
1140
– –
-116
1141
– –
-9
1142
– –
-99
1143
– –
-2
42 43 44 45
46