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
401
$825K 0.02%
8,667
+2,334
402
$819K 0.02%
3,870
+1,872
403
$789K 0.02%
5,936
-1,344
404
$788K 0.02%
2,436
+74
405
$782K 0.02%
7,277
-5,961
406
$773K 0.02%
4,057
+488
407
$767K 0.02%
9,406
+1,483
408
$763K 0.02%
5,573
+2,996
409
$756K 0.02%
15,424
+1,435
410
$755K 0.02%
16,779
+438
411
$745K 0.02%
3,471
-38
412
$743K 0.02%
6,625
+56
413
$739K 0.02%
12,723
+793
414
$738K 0.02%
4,318
+56
415
$732K 0.02%
23,486
-1,478
416
$730K 0.02%
4,174
-14
417
$728K 0.02%
5,280
-191
418
$724K 0.02%
4,145
-115
419
$719K 0.02%
4,911
-1,789
420
$718K 0.02%
4,830
-170
421
$715K 0.02%
2,026
-54
422
$714K 0.02%
10,649
-835
423
$708K 0.02%
3,666
+3,382
424
$707K 0.02%
2,454
-6,059
425
$703K 0.02%
4,827
-53
15 16
17
18 19