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
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