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
26
$36.1M 0.81%
193,473
+3,016
27
$35.9M 0.81%
296,678
+243,759
28
$34.5M 0.78%
157,075
-5,196
29
$31.9M 0.72%
399,060
-36,132
30
$30.2M 0.68%
41,064
+180
31
$30M 0.68%
117,771
-1,162
32
$29.6M 0.67%
245,036
-31,128
33
$26.8M 0.6%
85,006
-12,079
34
$25.5M 0.57%
303,386
+34,049
35
$24.9M 0.56%
206,778
-11,829
36
$23.4M 0.53%
210,314
+5,360
37
$22.8M 0.51%
93,820
+9,319
38
$22.4M 0.51%
703,345
+17,197
39
$22.3M 0.5%
341,245
-20,648
40
$21.8M 0.49%
797,743
-206,531
41
$21.7M 0.49%
106,602
-6,225
42
$19.8M 0.45%
96,061
+1,466
43
$19.7M 0.44%
268,252
+37,984
44
$18.6M 0.42%
52,289
+1,054
45
$18.4M 0.41%
55,734
-14,066
46
$18M 0.41%
77,895
-2,251
47
$17.4M 0.39%
182,180
+23,486
48
$16.9M 0.38%
214,364
+8,161
49
$15.6M 0.35%
96,482
-6,396
50
$15.3M 0.35%
129,128
-9,519
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