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
501
$408K 0.01%
799
+765
502
$404K 0.01%
2,564
-4,939
503
$402K 0.01%
1,630
+481
504
$399K 0.01%
4,155
+1,699
505
$395K 0.01%
13,747
+411
506
$391K 0.01%
1,794
-235
507
$388K 0.01%
2,733
-13,792
508
$379K 0.01%
+10,663
509
$378K 0.01%
2,804
+221
510
$376K 0.01%
5,675
+96
511
$376K 0.01%
6,722
+669
512
$375K 0.01%
27,578
-1,555
513
$373K 0.01%
1,312
-240
514
$373K 0.01%
87,708
+29,467
515
$371K 0.01%
2,502
+410
516
$370K 0.01%
1,998
+24
517
$369K 0.01%
9,620
-144
518
$368K 0.01%
+10,137
519
$363K 0.01%
7,416
+279
520
$349K 0.01%
1,905
+452
521
$347K 0.01%
3,196
+110
522
$347K 0.01%
+3,520
523
$347K 0.01%
14,744
-177
524
$346K 0.01%
3,882
-151
525
$346K 0.01%
5,377
+1,112
19 20
21
22 23