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
276
$1.62M 0.04%
49,282
+33,513
277
$1.61M 0.04%
13,064
-670
278
$1.6M 0.04%
7,224
+2,463
279
$1.59M 0.04%
12,505
-700
280
$1.58M 0.04%
21,731
-10
281
$1.56M 0.04%
13,646
+1,894
282
$1.55M 0.04%
59,663
-13,716
283
$1.53M 0.04%
26,374
-13,073
284
$1.52M 0.04%
4,438
-26
285
$1.51M 0.04%
5,392
+91
286
$1.5M 0.04%
16,348
+5,658
287
$1.5M 0.04%
30,669
+21,895
288
$1.49M 0.04%
26,575
-2,922
289
$1.49M 0.04%
12,307
-128
290
$1.46M 0.04%
6,689
-2,064
291
$1.46M 0.04%
4,643
+915
292
$1.45M 0.04%
5,304
+892
293
$1.44M 0.04%
13,238
-47
294
$1.44M 0.04%
47,453
+15
295
$1.42M 0.03%
6,209
-913
296
$1.42M 0.03%
+5,334
297
$1.41M 0.03%
20,129
+1,362
298
$1.38M 0.03%
17,746
-942
299
$1.38M 0.03%
33,346
+23,285
300
$1.38M 0.03%
3,548
-487
10 11
12
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