TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
201
$1.19M 0.09%
26,747
+4,322
202
$1.18M 0.08%
12,697
-1,948
203
$1.16M 0.08%
23,306
+1,168
204
$1.16M 0.08%
10,765
+336
205
$1.16M 0.08%
6,292
+1,283
206
$1.15M 0.08%
19,816
+376
207
$1.14M 0.08%
20,052
-1,158
208
$1.14M 0.08%
8,407
+660
209
$1.1M 0.08%
5,615
-225
210
$1.09M 0.08%
6,999
+47
211
$1.08M 0.08%
11,577
+1,680
212
$1.07M 0.08%
23,388
-11,237
213
$1.06M 0.08%
7,544
-8,378
214
$1.06M 0.08%
61,960
+2,268
215
$1.05M 0.08%
1,247
+262
216
$1.05M 0.08%
14,884
+14,178
217
$1.04M 0.07%
73,203
-17,490
218
$1.04M 0.07%
+15,753
219
$1.03M 0.07%
5,975
+421
220
$1.03M 0.07%
3,860
-112
221
$1.02M 0.07%
38,327
+5,861
222
$1.02M 0.07%
13,799
+12,011
223
$1.01M 0.07%
13,712
-314
224
$1.01M 0.07%
17,432
+17,338
225
$1M 0.07%
18,595
-1,581
7 8
9
10 11