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
326
$1.22M 0.03%
27,104
+7,682
327
$1.21M 0.03%
47,924
-616
328
$1.19M 0.03%
3,724
+194
329
$1.19M 0.03%
11,147
-1,358
330
$1.19M 0.03%
6,182
-92
331
$1.17M 0.03%
2,457
-6
332
$1.17M 0.03%
1,210
-1,300
333
$1.16M 0.03%
11,204
-1,296
334
$1.15M 0.03%
14,406
+13,403
335
$1.13M 0.03%
2,088
+2,025
336
$1.13M 0.03%
4,315
-783
337
$1.13M 0.03%
6,764
-612
338
$1.12M 0.03%
10,482
-489
339
$1.12M 0.03%
7,846
-1,612
340
$1.11M 0.03%
11,603
-270
341
$1.11M 0.03%
7,421
+73
342
$1.11M 0.03%
3,403
+1,832
343
$1.11M 0.02%
4,053
+176
344
$1.1M 0.02%
11,255
+3,510
345
$1.1M 0.02%
6,815
+129
346
$1.1M 0.02%
24,474
-106
347
$1.09M 0.02%
26,475
+2,381
348
$1.09M 0.02%
25,505
+1,493
349
$1.08M 0.02%
5,379
-2,777
350
$1.07M 0.02%
11,123
+802
12 13
14
15 16