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
376
$951K 0.02%
14,106
-408
377
$950K 0.02%
18,134
+1,098
378
$949K 0.02%
6,686
+948
379
$939K 0.02%
18,021
-4,778
380
$933K 0.02%
12,315
+5,015
381
$929K 0.02%
3,869
-787
382
$923K 0.02%
12,185
-1,898
383
$910K 0.02%
7,999
+1,736
384
$899K 0.02%
19,422
-61,593
385
$892K 0.02%
18,483
-2,519
386
$886K 0.02%
1,742
+379
387
$881K 0.02%
6,410
-320
388
$856K 0.02%
33,853
+26,190
389
$853K 0.02%
11,484
-6,851
390
$849K 0.02%
36,544
+257
391
$845K 0.02%
15,708
+4,096
392
$841K 0.02%
2,743
-4
393
$836K 0.02%
1,475
+1,337
394
$828K 0.02%
14,646
+6,136
395
$812K 0.02%
9,697
+710
396
$805K 0.02%
2,080
-34
397
$802K 0.02%
16,341
-1,914
398
$798K 0.02%
24,964
-620
399
$796K 0.02%
15,480
+5,411
400
$786K 0.02%
6,569
-5
14 15
16
17 18