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
126
$2.35M 0.17%
37,771
-2,614
127
$2.32M 0.17%
61,780
+4,990
128
$2.31M 0.17%
31,741
-606
129
$2.29M 0.16%
67,311
+3,317
130
$2.27M 0.16%
38,206
-9,750
131
$2.26M 0.16%
77,263
+25,758
132
$2.24M 0.16%
40,780
+1,084
133
$2.24M 0.16%
17,715
-978
134
$2.23M 0.16%
271,786
+11,570
135
$2.22M 0.16%
25,190
-22,452
136
$2.22M 0.16%
67,010
+15,446
137
$2.18M 0.16%
10,763
-1,924
138
$2.18M 0.16%
15,126
-2,034
139
$2.16M 0.15%
45,416
-5,202
140
$2.14M 0.15%
32,269
+11,280
141
$2.12M 0.15%
12,494
+930
142
$2.11M 0.15%
21,213
-517
143
$2.1M 0.15%
9,252
+1,701
144
$2.07M 0.15%
32,350
+3,953
145
$2.06M 0.15%
29,232
+1,900
146
$2.06M 0.15%
59,663
+9,044
147
$2.04M 0.15%
48,436
-1,240
148
$1.99M 0.14%
14,870
+5,014
149
$1.98M 0.14%
21,377
+894
150
$1.97M 0.14%
24,181
+4,962
4 5
6
7 8