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
351
$1.07M 0.02%
133
-6
352
$1.05M 0.02%
8,185
-847
353
$1.04M 0.02%
8,216
+91
354
$1.04M 0.02%
23,298
-2,906
355
$1.04M 0.02%
8,664
+589
356
$1.03M 0.02%
16,434
+954
357
$1.02M 0.02%
13,170
+12,128
358
$1.02M 0.02%
21,233
-310
359
$1.01M 0.02%
18,907
+424
360
$1.01M 0.02%
17,373
-2,842
361
$1M 0.02%
7,496
-37
362
$1M 0.02%
2,898
+155
363
$996K 0.02%
9,003
-657
364
$994K 0.02%
2,788
+84
365
$992K 0.02%
2,215
-540
366
$990K 0.02%
20,008
+4,911
367
$986K 0.02%
3,053
-495
368
$981K 0.02%
1,365
-60
369
$970K 0.02%
6,067
-521
370
$965K 0.02%
225
-37
371
$963K 0.02%
12,575
-1,129
372
$958K 0.02%
36,788
-4,448
373
$953K 0.02%
24,308
-2,267
374
$944K 0.02%
17,426
+1,718
375
$943K 0.02%
2,722
-1,716
13 14
15
16 17