TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
101
$3.25M 0.23%
27,526
-2,523
102
$3.15M 0.23%
9,303
+89
103
$3.04M 0.22%
128,200
+2,520
104
$2.91M 0.21%
76,755
+31,221
105
$2.9M 0.21%
93,898
-292
106
$2.87M 0.21%
12,796
-1,944
107
$2.84M 0.2%
34,288
-6,491
108
$2.8M 0.2%
23,813
-3,889
109
$2.78M 0.2%
55,035
+36,909
110
$2.78M 0.2%
95,653
+20,296
111
$2.77M 0.2%
59,967
+422
112
$2.72M 0.19%
50,285
-14,194
113
$2.67M 0.19%
26,959
-56,747
114
$2.64M 0.19%
191,991
+51,431
115
$2.62M 0.19%
61,768
-5,669
116
$2.6M 0.19%
90,678
+8,608
117
$2.56M 0.18%
18,490
+1,773
118
$2.55M 0.18%
41,952
-498
119
$2.54M 0.18%
28,450
-10,341
120
$2.54M 0.18%
76,105
-111
121
$2.44M 0.17%
33,897
-4,115
122
$2.43M 0.17%
25,401
+1,171
123
$2.43M 0.17%
18,462
-3,789
124
$2.43M 0.17%
50,192
-16,802
125
$2.37M 0.17%
58,643
-19,464
3 4
5
6 7