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
301
$1.37M 0.03%
42,098
+12,016
302
$1.35M 0.03%
5,145
+134
303
$1.34M 0.03%
4,672
-90
304
$1.34M 0.03%
2,755
-16
305
$1.34M 0.03%
15,642
-4,262
306
$1.33M 0.03%
4,632
-3,289
307
$1.32M 0.03%
7,818
-110
308
$1.32M 0.03%
18,659
-526
309
$1.3M 0.03%
+10,604
310
$1.3M 0.03%
34,071
+10,048
311
$1.3M 0.03%
61,960
+2,941
312
$1.29M 0.03%
18,321
-508
313
$1.29M 0.03%
1,761
-70
314
$1.28M 0.03%
5,161
-450
315
$1.27M 0.03%
9,458
+2,798
316
$1.27M 0.03%
1,729
-35
317
$1.27M 0.03%
4,700
-342
318
$1.27M 0.03%
13,481
+6,339
319
$1.26M 0.03%
8,015
-198
320
$1.26M 0.03%
13,615
+236
321
$1.25M 0.03%
7,244
+2,034
322
$1.24M 0.03%
7,788
-1,290
323
$1.24M 0.03%
27,037
-227
324
$1.23M 0.03%
9,318
-834
325
$1.22M 0.03%
48,540
11 12
13
14 15