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
176
$1.52M 0.11%
13,170
-513
177
$1.52M 0.11%
24,129
-3,601
178
$1.5M 0.11%
25,610
-5,687
179
$1.5M 0.11%
22,874
+5,560
180
$1.5M 0.11%
63,853
-3,814
181
$1.46M 0.1%
10,006
-787
182
$1.46M 0.1%
11,052
+5,462
183
$1.45M 0.1%
+17,522
184
$1.44M 0.1%
219,000
+56,600
185
$1.4M 0.1%
7,373
+5,764
186
$1.39M 0.1%
10,205
+3,078
187
$1.39M 0.1%
4,462
-1,841
188
$1.39M 0.1%
13,106
+800
189
$1.36M 0.1%
31,086
+7,082
190
$1.35M 0.1%
106,336
+23,840
191
$1.3M 0.09%
11,654
-1,079
192
$1.3M 0.09%
18,265
+5,315
193
$1.28M 0.09%
28,692
-1,004
194
$1.27M 0.09%
69,208
+12,475
195
$1.25M 0.09%
23,156
+326
196
$1.24M 0.09%
28,230
-196
197
$1.22M 0.09%
11,805
+214
198
$1.21M 0.09%
10,969
-298
199
$1.21M 0.09%
12,944
+234
200
$1.2M 0.09%
20,287
-10,090
6 7
8
9 10