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
326
$1.22M 0.03%
15,207
-165
327
$1.21M 0.03%
59,287
+17,098
328
$1.18M 0.03%
47,316
+5,766
329
$1.17M 0.03%
7,376
-23
330
$1.15M 0.03%
4,180
+2,174
331
$1.14M 0.03%
20,698
-1,490
332
$1.14M 0.03%
6,588
-203
333
$1.13M 0.03%
5,100
+368
334
$1.12M 0.03%
5,335
+2,313
335
$1.12M 0.03%
5,098
-92
336
$1.11M 0.03%
26,204
+3,710
337
$1.11M 0.03%
12,500
-707
338
$1.11M 0.03%
10,971
-481
339
$1.09M 0.03%
3,877
-131
340
$1.09M 0.03%
9,032
-415
341
$1.09M 0.03%
22,109
-6,090
342
$1.08M 0.03%
11,873
-6,876
343
$1.08M 0.03%
8,162
-366
344
$1.08M 0.03%
3,695
-46
345
$1.07M 0.03%
24,580
+2,220
346
$1.06M 0.03%
41,236
-248
347
$1.06M 0.03%
10,321
-29
348
$1.06M 0.03%
13,704
-803
349
$1.05M 0.03%
4,108
-2,176
350
$1.05M 0.03%
10,268
-9,370
12 13
14
15 16