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
251
$1.89M 0.05%
17,917
+1,762
252
$1.89M 0.05%
21,010
-1,146
253
$1.88M 0.05%
10,439
-546
254
$1.87M 0.05%
6,401
-419
255
$1.86M 0.05%
8,959
-1,861
256
$1.84M 0.05%
7,807
+102
257
$1.83M 0.05%
4,118
-2,107
258
$1.81M 0.04%
12,903
+169
259
$1.8M 0.04%
53,477
+5,799
260
$1.79M 0.04%
25,117
-758
261
$1.75M 0.04%
+6,533
262
$1.75M 0.04%
27,990
-2,656
263
$1.74M 0.04%
40,803
+1,543
264
$1.73M 0.04%
57,784
+7,361
265
$1.71M 0.04%
13,869
-4,119
266
$1.71M 0.04%
8,156
+1,249
267
$1.68M 0.04%
7,056
+1,136
268
$1.68M 0.04%
17,922
+2,445
269
$1.68M 0.04%
22,938
+1,226
270
$1.67M 0.04%
41,481
+3,209
271
$1.66M 0.04%
26,502
-6,687
272
$1.66M 0.04%
+5,546
273
$1.63M 0.04%
5,635
+594
274
$1.63M 0.04%
12,366
-601
275
$1.62M 0.04%
8,200
-5,647
9 10
11
12 13