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
376
$940K 0.02%
6,508
-1,084
377
$938K 0.02%
33,625
-228
378
$936K 0.02%
7,711
-451
379
$925K 0.02%
11,777
-3,865
380
$925K 0.02%
6,461
+51
381
$915K 0.02%
13,642
-4,104
382
$914K 0.02%
3,705
-10,717
383
$902K 0.02%
3,961
+436
384
$895K 0.02%
8,512
+513
385
$890K 0.02%
25,173
+1,397
386
$887K 0.02%
6,580
-700
387
$882K 0.02%
2,965
+364
388
$880K 0.02%
14,554
+903
389
$880K 0.02%
8,730
-983
390
$878K 0.02%
2,854
+851
391
$872K 0.02%
583
+30
392
$866K 0.02%
36,884
+340
393
$858K 0.02%
17,716
-2,982
394
$851K 0.02%
12,242
-1,122
395
$849K 0.02%
29,477
-30,186
396
$844K 0.02%
51,993
-219,209
397
$832K 0.02%
10,106
-2,079
398
$828K 0.02%
4,065
+309
399
$827K 0.02%
12,287
+11,965
400
$825K 0.02%
16,824
-9,550
14 15
16
17 18