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
451
$589K 0.01%
23,099
+2,575
452
$587K 0.01%
6,084
+385
453
$576K 0.01%
5,588
+319
454
$572K 0.01%
5,250
+454
455
$567K 0.01%
790
-124
456
$565K 0.01%
3,174
+250
457
$564K 0.01%
2,367
-242
458
$562K 0.01%
7,038
+477
459
$561K 0.01%
4,082
-77
460
$559K 0.01%
4,440
-428
461
$558K 0.01%
2,938
+2,802
462
$557K 0.01%
7,326
+6,615
463
$556K 0.01%
4,414
+2,397
464
$549K 0.01%
4,148
-7
465
$549K 0.01%
19,394
+2,720
466
$545K 0.01%
8,175
+591
467
$537K 0.01%
2,861
-26
468
$536K 0.01%
2,005
-506
469
$533K 0.01%
18,855
-3,815
470
$532K 0.01%
10,075
-67,764
471
$532K 0.01%
2,430
-360
472
$531K 0.01%
9,361
+162
473
$530K 0.01%
7,922
+3,890
474
$528K 0.01%
2,762
+184
475
$528K 0.01%
3,421
-662
17 18
19
20 21