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
451
$580K 0.01%
4,868
+92
452
$577K 0.01%
5,000
-12,392
453
$570K 0.01%
7,923
-2,545
454
$562K 0.01%
+8,965
455
$559K 0.01%
3,779
+1,020
456
$554K 0.01%
2,790
-381
457
$544K 0.01%
11,776
-102
458
$536K 0.01%
7,284
+518
459
$535K 0.01%
4,217
-287
460
$531K 0.01%
5,269
+1,538
461
$527K 0.01%
985
-156
462
$522K 0.01%
2,003
+14
463
$522K 0.01%
7,584
-1,698
464
$517K 0.01%
8,075
+7,584
465
$511K 0.01%
+23,707
466
$510K 0.01%
18,182
-7,044
467
$509K 0.01%
2,405
+37
468
$509K 0.01%
950
-286
469
$508K 0.01%
6,561
+5,931
470
$504K 0.01%
+4,767
471
$499K 0.01%
1,425
+635
472
$494K 0.01%
7,242
+4,220
473
$490K 0.01%
16,674
-7,228
474
$488K 0.01%
2,732
+2,422
475
$486K 0.01%
8,281
+1,530
17 18
19
20 21