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
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$19.4M
3
+$12.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.2M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.97M

Top Sells

1
+$8.63M
2
+$3.19M
3
+$3.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.02M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.71M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.14M 0.05%
30,442
+3,947
227
$2.14M 0.05%
95,618
+15,816
228
$2.14M 0.05%
52,380
+50,108
229
$2.14M 0.05%
4,174
+678
230
$2.13M 0.05%
23,928
-1,609
231
$2.11M 0.05%
4,553
-1,138
232
$2.07M 0.05%
7,261
+240
233
$2.04M 0.05%
26,356
+3,068
234
$2.03M 0.05%
11,749
-8,418
235
$2.02M 0.05%
15,651
+15,308
236
$2.01M 0.05%
4,558
-284
237
$2.01M 0.05%
2,510
+1,100
238
$2.01M 0.05%
3,503
-2,171
239
$2M 0.05%
1,021
+13
240
$2M 0.05%
21,736
-5,748
241
$1.99M 0.05%
54,431
-2,628
242
$1.99M 0.05%
16,115
+1,339
243
$1.96M 0.05%
4,838
-2,712
244
$1.96M 0.05%
6,358
-7
245
$1.95M 0.05%
9,991
-454
246
$1.92M 0.05%
8,968
-522
247
$1.91M 0.05%
17,721
-605
248
$1.91M 0.05%
10,115
-368
249
$1.9M 0.05%
18,884
-296
250
$1.9M 0.05%
17,278
+392
8 9
10
11 12