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
26
$33.7M 0.83%
190,457
+6,275
27
$31.9M 0.78%
604,521
+58,057
28
$31.8M 0.78%
72,532
-2,735
29
$30.4M 0.75%
276,164
+18,555
30
$30.2M 0.74%
40,884
-1,898
31
$28.1M 0.69%
97,085
+1,613
32
$26.6M 0.65%
1,004,274
+150,507
33
$24.4M 0.6%
118,933
+1,283
34
$23.9M 0.59%
218,607
+39,852
35
$22.5M 0.55%
204,954
+7,386
36
$22.4M 0.55%
361,893
-13,485
37
$22.3M 0.55%
269,337
+23,960
38
$21.9M 0.54%
112,827
+3,565
39
$20M 0.49%
686,148
+48,998
40
$19.2M 0.47%
69,800
+7,225
41
$18.7M 0.46%
102,878
-11,158
42
$18.5M 0.45%
94,595
-4,677
43
$16.2M 0.4%
206,203
-29,839
44
$16.1M 0.4%
57,567
+2,725
45
$15.6M 0.38%
51,235
+6,540
46
$15.2M 0.37%
138,647
-11,632
47
$15.1M 0.37%
159,729
-13,737
48
$15.1M 0.37%
158,694
+7,174
49
$14.9M 0.37%
84,501
-13,970
50
$14.9M 0.37%
80,146
+1,193
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