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
251
$1.86M 0.04%
19,611
-2,125
252
$1.85M 0.04%
1,036
+15
253
$1.85M 0.04%
10,193
+2,375
254
$1.85M 0.04%
14,398
+2,091
255
$1.84M 0.04%
4,381
-291
256
$1.81M 0.04%
7,879
+72
257
$1.8M 0.04%
6,462
-71
258
$1.8M 0.04%
7,932
-1,036
259
$1.79M 0.04%
5,775
-626
260
$1.78M 0.04%
21,784
+16,096
261
$1.77M 0.04%
13,655
-214
262
$1.76M 0.04%
49,660
+7,562
263
$1.74M 0.04%
26,396
-113
264
$1.74M 0.04%
5,850
-508
265
$1.72M 0.04%
20,431
-5,925
266
$1.72M 0.04%
7,175
+119
267
$1.71M 0.04%
8,480
+692
268
$1.71M 0.04%
10,883
-3,972
269
$1.7M 0.04%
20,090
-7,303
270
$1.69M 0.04%
5,416
-130
271
$1.68M 0.04%
+23,723
272
$1.66M 0.04%
14,951
-2,327
273
$1.63M 0.04%
11,485
+881
274
$1.63M 0.04%
4,024
-534
275
$1.62M 0.04%
16,334
-1,588
9 10
11
12 13