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
426
$686K 0.02%
4,188
+409
427
$679K 0.02%
20,524
+9,437
428
$671K 0.02%
+14,540
429
$666K 0.02%
6,556
-1,953
430
$660K 0.02%
4,880
-157
431
$647K 0.02%
14,687
+1,743
432
$641K 0.02%
3,569
+1,090
433
$639K 0.02%
1,924
-14
434
$638K 0.02%
1,518
-481
435
$638K 0.02%
4,262
+994
436
$634K 0.02%
2,609
-305
437
$633K 0.02%
17,229
-1,913
438
$628K 0.02%
5,955
+1,123
439
$625K 0.02%
2,131
+233
440
$619K 0.02%
18,312
-13,431
441
$619K 0.02%
11,930
+2,340
442
$617K 0.02%
14,239
+1,371
443
$608K 0.01%
2,635
-81
444
$604K 0.01%
12,221
+798
445
$602K 0.01%
4,083
+1,357
446
$589K 0.01%
7,217
+1,827
447
$589K 0.01%
8,424
+185
448
$587K 0.01%
6,333
+6,330
449
$586K 0.01%
1,670
+1,335
450
$584K 0.01%
7,846
+969
16 17
18
19 20