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
401
$770K 0.02%
3,525
+879
402
$769K 0.02%
3,756
+1,533
403
$765K 0.02%
13,651
+43
404
$764K 0.02%
2,511
+611
405
$760K 0.02%
1,482
-862
406
$757K 0.02%
914
-209
407
$755K 0.02%
58,272
+1,066
408
$753K 0.02%
7,745
+2,487
409
$751K 0.02%
7,289
-118
410
$747K 0.02%
15,097
+6,686
411
$740K 0.02%
2,362
+1,629
412
$738K 0.02%
23,776
-129
413
$733K 0.02%
7,533
+1,248
414
$732K 0.02%
2,207
-74
415
$720K 0.02%
2,601
-112
416
$714K 0.02%
5,153
-2,513
417
$709K 0.02%
12,170
+8,091
418
$708K 0.02%
50,813
+2,953
419
$707K 0.02%
1,341
-183
420
$706K 0.02%
3,509
-232
421
$705K 0.02%
6,869
+869
422
$703K 0.02%
5,471
-100
423
$701K 0.02%
4,260
+357
424
$695K 0.02%
17,205
-591
425
$689K 0.02%
22,670
+22,574
15 16
17
18 19