TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$18.3M
3
+$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1
+$14.4M
2
+$5.63M
3
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.24M 0.05%
2,415
-455
227
$2.2M 0.05%
3,699
-513
228
$2.18M 0.05%
37,052
-4,080
229
$2.17M 0.05%
3,709
-465
230
$2.15M 0.05%
5,804
-98
231
$2.14M 0.05%
10,725
+610
232
$2.14M 0.05%
10,246
+255
233
$2.13M 0.05%
29,254
+1,264
234
$2.09M 0.05%
61,579
+8,102
235
$2.09M 0.05%
22,826
-1,102
236
$2.05M 0.05%
24,481
-38,683
237
$2.05M 0.05%
6,977
-846
238
$2.05M 0.05%
10,945
+10,717
239
$2.05M 0.05%
21,622
+612
240
$2.02M 0.05%
16,868
+520
241
$2.01M 0.05%
24,138
+2,407
242
$2.01M 0.05%
9,300
-525
243
$1.98M 0.04%
20,796
+1,912
244
$1.98M 0.04%
13,800
-1,592
245
$1.97M 0.04%
80,321
+21,034
246
$1.92M 0.04%
14,088
-8,301
247
$1.9M 0.04%
4,253
-2,412
248
$1.9M 0.04%
40,522
-281
249
$1.89M 0.04%
7,670
-3,619
250
$1.87M 0.04%
10,175
-8,270
8 9
10
11 12