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
276
$1.61M 0.04%
18,114
+8,417
277
$1.61M 0.04%
26,341
+4,232
278
$1.59M 0.04%
5,333
+701
279
$1.59M 0.04%
2,998
-505
280
$1.59M 0.04%
20,683
+554
281
$1.56M 0.04%
8,277
+262
282
$1.56M 0.04%
18,412
+3,205
283
$1.55M 0.04%
2,010
+281
284
$1.55M 0.03%
7,183
+1,848
285
$1.55M 0.03%
22,574
-2,543
286
$1.55M 0.03%
5,116
-276
287
$1.55M 0.03%
7,668
+979
288
$1.54M 0.03%
24,298
-2,204
289
$1.52M 0.03%
7,675
-525
290
$1.51M 0.03%
32,197
+1,528
291
$1.5M 0.03%
16,117
-1,604
292
$1.5M 0.03%
33,225
-121
293
$1.49M 0.03%
65,395
+17,942
294
$1.48M 0.03%
8,059
-900
295
$1.47M 0.03%
24,634
+1,696
296
$1.46M 0.03%
11,368
-998
297
$1.43M 0.03%
7,831
+234
298
$1.43M 0.03%
57,465
-3,464
299
$1.4M 0.03%
1,523
-238
300
$1.4M 0.03%
14,703
+1,222
10 11
12
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