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
351
$1.05M 0.03%
7,280
-429
352
$1.04M 0.03%
6,700
-1,520
353
$1.04M 0.03%
6,274
+239
354
$1.04M 0.03%
42,581
+5,377
355
$1.04M 0.03%
+9,713
356
$1.04M 0.03%
7,597
+2,158
357
$1.03M 0.03%
+24,012
358
$1.03M 0.03%
7,280
+7,243
359
$1.03M 0.03%
139
+3
360
$1.02M 0.03%
21,543
-203
361
$1.01M 0.02%
553
-4
362
$1.01M 0.02%
20,215
-911
363
$1.01M 0.02%
3,530
-1,161
364
$1.01M 0.02%
13,989
+2,134
365
$1M 0.02%
24,094
-256
366
$999K 0.02%
11,356
-531
367
$998K 0.02%
13,364
-872
368
$996K 0.02%
8,125
+5,060
369
$973K 0.02%
262
+7
370
$966K 0.02%
7,348
+608
371
$965K 0.02%
2,704
-92
372
$961K 0.02%
9,660
-697
373
$960K 0.02%
7,592
+4,636
374
$956K 0.02%
2,463
-557
375
$952K 0.02%
60,929
-2,018
13 14
15
16 17