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
426
$701K 0.02%
1,791
-2,327
427
$699K 0.02%
3,101
+2,911
428
$688K 0.02%
9,536
+1,112
429
$683K 0.02%
2,895
+2,078
430
$671K 0.02%
6,515
-41
431
$658K 0.01%
1,352
+11
432
$655K 0.01%
1,040
+273
433
$654K 0.01%
13,348
-4,673
434
$652K 0.01%
2,271
-2,874
435
$649K 0.01%
7,139
-707
436
$643K 0.01%
18,716
+404
437
$643K 0.01%
16,578
-651
438
$638K 0.01%
6,920
-23,561
439
$632K 0.01%
+11,565
440
$629K 0.01%
1,851
-784
441
$627K 0.01%
2,178
-29
442
$627K 0.01%
15,248
+4,585
443
$623K 0.01%
19,726
+19,432
444
$621K 0.01%
5,628
+1,496
445
$618K 0.01%
7,399
-25,965
446
$609K 0.01%
1,743
-181
447
$596K 0.01%
1,304
-214
448
$593K 0.01%
15,112
+873
449
$591K 0.01%
8,942
+661
450
$589K 0.01%
6,835
-407
16 17
18
19 20