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
301
$1.4M 0.03%
66,694
+4,734
302
$1.38M 0.03%
50,782
+8,201
303
$1.38M 0.03%
9,266
-1,173
304
$1.38M 0.03%
4,897
+254
305
$1.36M 0.03%
12,404
-5,513
306
$1.36M 0.03%
5,425
+325
307
$1.36M 0.03%
22,234
+7,588
308
$1.36M 0.03%
4,543
-761
309
$1.36M 0.03%
7,048
-176
310
$1.35M 0.03%
6,098
-111
311
$1.34M 0.03%
5,162
-172
312
$1.34M 0.03%
8,381
-7,230
313
$1.32M 0.03%
3,884
+189
314
$1.32M 0.03%
12,756
-890
315
$1.31M 0.03%
4,637
-998
316
$1.29M 0.03%
9,264
-54
317
$1.28M 0.03%
5,087
-6,970
318
$1.28M 0.03%
11,773
-1,291
319
$1.27M 0.03%
15,055
+2,885
320
$1.26M 0.03%
4,616
-84
321
$1.26M 0.03%
13,915
+300
322
$1.26M 0.03%
32,891
-1,180
323
$1.26M 0.03%
4,814
-347
324
$1.24M 0.03%
28,216
+11,011
325
$1.22M 0.03%
48,692
+1,376
11 12
13
14 15