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
151
$1.92M 0.14%
79,196
+4,109
152
$1.91M 0.14%
13,497
-12,646
153
$1.89M 0.14%
12,680
-1,123
154
$1.87M 0.13%
37,266
-7,774
155
$1.87M 0.13%
21,452
+494
156
$1.85M 0.13%
16,211
-3,625
157
$1.8M 0.13%
33,296
-2,043
158
$1.79M 0.13%
24,396
+13,910
159
$1.79M 0.13%
18,512
+132
160
$1.79M 0.13%
10,949
+582
161
$1.76M 0.13%
41,671
-8,504
162
$1.75M 0.13%
9,889
-908
163
$1.7M 0.12%
21,144
-4,618
164
$1.7M 0.12%
23,723
-2,378
165
$1.69M 0.12%
20,532
+3,208
166
$1.64M 0.12%
5,422
+1,267
167
$1.63M 0.12%
+112,618
168
$1.62M 0.12%
15,859
+2
169
$1.61M 0.12%
26,776
+9,884
170
$1.61M 0.12%
+53,341
171
$1.6M 0.11%
34,369
+7,085
172
$1.57M 0.11%
11,630
+244
173
$1.56M 0.11%
19,946
-4,205
174
$1.54M 0.11%
32,193
-6,804
175
$1.52M 0.11%
28,396
-4,129
5 6
7
8 9