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
476
$484K 0.01%
4,891
-2,723
477
$478K 0.01%
8,714
-31
478
$465K 0.01%
7,362
+6,628
479
$464K 0.01%
2,887
+992
480
$464K 0.01%
2,577
+54
481
$463K 0.01%
5,303
+2,374
482
$459K 0.01%
+1,213
483
$458K 0.01%
2,068
+167
484
$456K 0.01%
4,796
+465
485
$454K 0.01%
5,699
-578
486
$452K 0.01%
+9,199
487
$450K 0.01%
2,924
+993
488
$444K 0.01%
2,578
+70
489
$438K 0.01%
1,571
+1,233
490
$437K 0.01%
4,796
+1,280
491
$434K 0.01%
4,132
+355
492
$434K 0.01%
18,577
+1,627
493
$432K 0.01%
5,688
+278
494
$430K 0.01%
4,283
+1,232
495
$428K 0.01%
23,160
-7,406
496
$427K 0.01%
10,647
+586
497
$423K 0.01%
40,957
+8,448
498
$421K 0.01%
767
-46
499
$417K 0.01%
4,312
+592
500
$414K 0.01%
3,252
+170
18 19
20
21 22