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
476
$527K 0.01%
3,949
-268
477
$526K 0.01%
+14,322
478
$521K 0.01%
2,298
-107
479
$512K 0.01%
5,602
+711
480
$512K 0.01%
17,273
-909
481
$509K 0.01%
45,856
+4,899
482
$500K 0.01%
7,144
-218
483
$499K 0.01%
605
-345
484
$498K 0.01%
33,020
-17,793
485
$498K 0.01%
15,274
+1,527
486
$496K 0.01%
763
-222
487
$495K 0.01%
5,323
+1,441
488
$493K 0.01%
374
+235
489
$490K 0.01%
1,183
-30
490
$485K 0.01%
4,755
-2,114
491
$484K 0.01%
10,368
-1,408
492
$483K 0.01%
26,015
+2,855
493
$483K 0.01%
5,002
-2,287
494
$480K 0.01%
11,632
-3,055
495
$476K 0.01%
14,200
+863
496
$476K 0.01%
2,690
+126
497
$473K 0.01%
8,558
+8,139
498
$468K 0.01%
1,557
-2,551
499
$466K 0.01%
1,712
+82
500
$462K 0.01%
3,493
+325
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